VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724,012 shares; 2024Q4: 697,910 shares; 2025Q1: 729,689 shares; 2025Q2: 724,517 shares; 2025Q3: 745,381 shares; 2025Q4: 747,672 shares; 2026Q1: 767,033 shares 767,033 $458M 6.38% +19,361 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847,414 shares; 2024Q4: 893,366 shares; 2025Q1: 623,212 shares; 2025Q2: 961,212 shares; 2025Q3: 1,426,605 shares; 2025Q4: 1,415,079 shares; 2026Q1: 1,394,254 shares 1,394,254 $354M 4.92% -20,825 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426,538 shares; 2024Q4: 431,207 shares; 2025Q1: 427,281 shares; 2025Q2: 426,282 shares; 2025Q3: 436,512 shares; 2025Q4: 457,655 shares; 2026Q1: 448,294 shares 448,294 $293M 4.07% -9,361 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336,158 shares; 2024Q4: 1,380,707 shares; 2025Q1: 1,384,784 shares; 2025Q2: 1,612,468 shares; 2025Q3: 1,634,011 shares; 2025Q4: 1,646,361 shares; 2026Q1: 1,645,686 shares 1,645,686 $287M 3.99% -675 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,116 shares; 2024Q4: 449,028 shares; 2025Q1: 459,597 shares; 2025Q2: 540,509 shares; 2025Q3: 583,576 shares; 2025Q4: 582,858 shares; 2026Q1: 589,634 shares 589,634 $218M 3.04% +6,776 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,148,357 shares; 2024Q4: 2,178,970 shares; 2025Q1: 2,219,554 shares; 2025Q2: 2,240,962 shares; 2025Q3: 2,276,167 shares; 2025Q4: 2,227,611 shares; 2026Q1: 2,288,069 shares 2,288,069 $207M 2.88% +60,458 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,054,516 shares; 2024Q4: 3,071,734 shares; 2025Q1: 3,184,865 shares; 2025Q2: 3,109,469 shares; 2025Q3: 3,152,906 shares; 2025Q4: 3,032,779 shares; 2026Q1: 3,056,960 shares 3,056,960 $206M 2.87% +24,181 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,569 shares; 2024Q4: 502,379 shares; 2025Q1: 519,374 shares; 2025Q2: 632,145 shares; 2025Q3: 704,873 shares; 2025Q4: 698,049 shares; 2026Q1: 682,561 shares 682,561 $196M 2.73% -15,488 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,005 shares; 2024Q4: 240,622 shares; 2025Q1: 256,658 shares; 2025Q2: 255,062 shares; 2025Q3: 247,602 shares; 2025Q4: 242,032 shares; 2026Q1: 224,818 shares 224,818 $146M 2.03% -17,214 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426,930 shares; 2024Q4: 455,778 shares; 2025Q1: 370,732 shares; 2025Q2: 611,893 shares; 2025Q3: 674,399 shares; 2025Q4: 680,067 shares; 2026Q1: 669,306 shares 669,306 $139M 1.94% -10,761 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590,795 shares; 2024Q4: 712,288 shares; 2025Q1: 780,621 shares; 2025Q2: 1,422,417 shares; 2025Q3: 1,566,625 shares; 2025Q4: 1,740,735 shares; 2026Q1: 2,017,148 shares 2,017,148 $129M 1.8% +276,413 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683,280 shares; 2024Q4: 661,059 shares; 2025Q1: 674,093 shares; 2025Q2: 670,761 shares; 2025Q3: 657,583 shares; 2025Q4: 637,292 shares; 2026Q1: 633,314 shares 633,314 $124M 1.73% -3,978 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,561,223 shares; 2024Q4: 1,513,678 shares; 2025Q1: 1,508,546 shares; 2025Q2: 1,562,846 shares; 2025Q3: 1,568,565 shares; 2025Q4: 1,529,431 shares; 2026Q1: 1,663,169 shares 1,663,169 $116M 1.61% +133,738 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582,814 shares; 2024Q4: 584,036 shares; 2025Q1: 591,453 shares; 2025Q2: 655,784 shares; 2025Q3: 721,121 shares; 2025Q4: 713,376 shares; 2026Q1: 717,328 shares 717,328 $104M 1.44% +3,952 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,501 shares; 2024Q4: 325,464 shares; 2025Q1: 306,788 shares; 2025Q2: 305,191 shares; 2025Q3: 381,952 shares; 2025Q4: 359,118 shares; 2026Q1: 351,138 shares 351,138 $103M 1.44% -7,980 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,830 shares; 2024Q4: 394,594 shares; 2025Q1: 401,120 shares; 2025Q2: 382,467 shares; 2025Q3: 386,528 shares; 2025Q4: 391,062 shares; 2026Q1: 378,372 shares 378,372 $93.8M 1.31% -12,690 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,792 shares; 2024Q4: 115,961 shares; 2025Q1: 170,524 shares; 2025Q2: 263,029 shares; 2025Q3: 276,728 shares; 2025Q4: 303,523 shares; 2026Q1: 301,825 shares 301,825 $93.4M 1.3% -1,698 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,152 shares; 2024Q4: 13,547 shares; 2025Q1: 132,668 shares; 2025Q2: 135,118 shares; 2025Q3: 179,533 shares; 2025Q4: 180,968 shares; 2026Q1: 183,763 shares 183,763 $91.8M 1.28% +2,795 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,176 shares; 2024Q4: 93,839 shares; 2025Q1: 112,549 shares; 2025Q2: 133,576 shares; 2025Q3: 148,617 shares; 2025Q4: 157,112 shares; 2026Q1: 155,883 shares 155,883 $89.2M 1.24% -1,229 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,657 shares; 2024Q4: 188,675 shares; 2025Q1: 183,679 shares; 2025Q2: 228,819 shares; 2025Q3: 279,844 shares; 2025Q4: 279,318 shares; 2026Q1: 249,454 shares 249,454 $71.6M 1% -29,864 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678,511 shares; 2024Q4: 666,587 shares; 2025Q1: 611,919 shares; 2025Q2: 483,873 shares; 2025Q3: 475,926 shares; 2025Q4: 467,252 shares; 2026Q1: 449,559 shares 449,559 $69.7M 0.97% -17,693 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,575 shares; 2024Q4: 54,047 shares; 2025Q1: 56,465 shares; 2025Q2: 70,687 shares; 2025Q3: 74,287 shares; 2025Q4: 74,935 shares; 2026Q1: 74,978 shares 74,978 $69M 0.96% +43 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007,169 shares; 2024Q4: 1,040,862 shares; 2025Q1: 904,865 shares; 2025Q2: 1,309,019 shares; 2025Q3: 1,334,526 shares; 2025Q4: 1,348,048 shares; 2026Q1: 1,345,789 shares 1,345,789 $65.6M 0.91% -2,259 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,563 shares; 2024Q4: 124,869 shares; 2025Q1: 128,585 shares; 2025Q2: 118,767 shares; 2025Q3: 124,032 shares; 2025Q4: 119,032 shares; 2026Q1: 108,943 shares 108,943 $62.9M 0.88% -10,089 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,078 shares; 2024Q4: 193,475 shares; 2025Q1: 198,254 shares; 2025Q2: 191,666 shares; 2025Q3: 194,580 shares; 2025Q4: 200,433 shares; 2026Q1: 207,492 shares 207,492 $59.6M 0.83% +7,059 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,501 shares; 2024Q4: 42,723 shares; 2025Q1: 43,970 shares; 2025Q2: 43,625 shares; 2025Q3: 46,123 shares; 2025Q4: 46,682 shares; 2026Q1: 61,467 shares 61,467 $52M 0.72% +14,785 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,461 shares; 2024Q4: 157,578 shares; 2025Q1: 152,711 shares; 2025Q2: 164,335 shares; 2025Q3: 195,465 shares; 2025Q4: 198,834 shares; 2026Q1: 206,800 shares 206,800 $50.5M 0.7% +7,966 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584,052 shares; 2024Q4: 1,286,946 shares; 2025Q1: 1,224,399 shares; 2025Q2: 1,733,768 shares; 2025Q3: 1,828,142 shares; 2025Q4: 1,899,391 shares; 2026Q1: 2,027,127 shares 2,027,127 $50.2M 0.7% +127,736 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,092 shares; 2024Q4: 95,793 shares; 2025Q1: 113,720 shares; 2025Q2: 158,186 shares; 2025Q3: 161,007 shares; 2025Q4: 150,129 shares; 2026Q1: 135,763 shares 135,763 $48.6M 0.68% -14,366 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,554 shares; 2024Q4: 293,090 shares; 2025Q1: 290,872 shares; 2025Q2: 367,532 shares; 2025Q3: 866,913 shares; 2025Q4: 919,399 shares; 2026Q1: 923,074 shares 923,074 $46.7M 0.65% +3,675 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,534 shares; 2024Q4: 196,177 shares; 2025Q1: 203,758 shares; 2025Q2: 174,198 shares; 2025Q3: 173,709 shares; 2025Q4: 177,519 shares; 2026Q1: 177,989 shares 177,989 $46.6M 0.65% +470 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497,764 shares; 2024Q4: 509,308 shares; 2025Q1: 466,285 shares; 2025Q2: 474,572 shares; 2025Q3: 480,349 shares; 2025Q4: 467,574 shares; 2026Q1: 473,456 shares 473,456 $46M 0.64% +5,882 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,364 shares; 2024Q4: 290,363 shares; 2025Q1: 328,216 shares; 2025Q2: 361,339 shares; 2025Q3: 388,422 shares; 2025Q4: 423,033 shares; 2026Q1: 450,661 shares 450,661 $44.1M 0.61% +27,628 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552,299 shares; 2024Q4: 540,851 shares; 2025Q1: 532,202 shares; 2025Q2: 507,095 shares; 2025Q3: 498,828 shares; 2025Q4: 482,194 shares; 2026Q1: 486,852 shares 486,852 $43.2M 0.6% +4,658 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,423 shares; 2024Q4: 316,696 shares; 2025Q1: 324,540 shares; 2025Q2: 206,856 shares; 2025Q3: 254,960 shares; 2025Q4: 237,270 shares; 2026Q1: 232,073 shares 232,073 $39.4M 0.55% -5,197 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,034 shares; 2024Q4: 61,042 shares; 2025Q1: 39,286 shares; 2025Q2: 70,958 shares; 2025Q3: 83,783 shares; 2025Q4: 91,288 shares; 2026Q1: 79,677 shares 79,677 $38.2M 0.53% -11,611 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,844 shares; 2024Q4: 25,937 shares; 2025Q1: 27,126 shares; 2025Q2: 33,495 shares; 2025Q3: 39,743 shares; 2025Q4: 39,254 shares; 2026Q1: 38,237 shares 38,237 $38.1M 0.53% -1,017 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,207 shares; 2024Q4: 53,622 shares; 2025Q1: 43,930 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,649 shares; 2026Q1: 68,964 shares 68,964 $37.9M 0.53% -5,685 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,478 shares; 2024Q4: 17,989 shares; 2025Q1: 12,668 shares; 2025Q2: 12,739 shares; 2025Q3: 14,245 shares; 2025Q4: 18,341 shares; 2026Q1: 481,189 shares 481,189 $37.1M 0.52% +462,848 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,228 shares; 2024Q4: 112,770 shares; 2025Q1: 110,616 shares; 2025Q2: 154,684 shares; 2025Q3: 175,520 shares; 2025Q4: 175,121 shares; 2026Q1: 170,368 shares 170,368 $37.1M 0.52% -4,753 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,078 shares; 2024Q4: 338,530 shares; 2025Q1: 361,164 shares; 2025Q2: 469,216 shares; 2025Q3: 474,318 shares; 2025Q4: 481,954 shares; 2026Q1: 480,586 shares 480,586 $36.7M 0.51% -1,368 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,657 shares; 2024Q4: 140,966 shares; 2025Q1: 141,212 shares; 2025Q2: 142,532 shares; 2025Q3: 147,599 shares; 2025Q4: 292,697 shares; 2026Q1: 275,385 shares 275,385 $36.6M 0.51% -17,312 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,115 shares; 2024Q4: 46,519 shares; 2025Q1: 46,445 shares; 2025Q2: 60,781 shares; 2025Q3: 59,770 shares; 2025Q4: 59,213 shares; 2026Q1: 59,036 shares 59,036 $36.4M 0.51% -177 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,237 shares; 2024Q4: 101,289 shares; 2025Q1: 101,576 shares; 2025Q2: 104,948 shares; 2025Q3: 120,644 shares; 2025Q4: 119,365 shares; 2026Q1: 112,927 shares 112,927 $34.1M 0.47% -6,438 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,542 shares; 2024Q4: 23,660 shares; 2025Q1: 18,969 shares; 2025Q2: 48,473 shares; 2025Q3: 49,146 shares; 2025Q4: 54,862 shares; 2026Q1: 55,952 shares 55,952 $33.8M 0.47% +1,090 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,695 shares; 2024Q4: 98,903 shares; 2025Q1: 103,701 shares; 2025Q2: 112,094 shares; 2025Q3: 117,304 shares; 2025Q4: 102,974 shares; 2026Q1: 101,485 shares 101,485 $33.4M 0.46% -1,489 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,997 shares; 2024Q4: 231,322 shares; 2025Q1: 320,445 shares; 2025Q2: 281,090 shares; 2025Q3: 282,793 shares; 2025Q4: 276,194 shares; 2026Q1: 269,662 shares 269,662 $32.6M 0.45% -6,532 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,105 shares; 2024Q4: 29,898 shares; 2025Q1: 64,990 shares; 2025Q2: 62,028 shares; 2025Q3: 64,126 shares; 2025Q4: 66,718 shares; 2026Q1: 66,588 shares 66,588 $31.5M 0.44% -130 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,577 shares; 2024Q4: 58,972 shares; 2025Q1: 72,240 shares; 2025Q2: 81,777 shares; 2025Q3: 81,557 shares; 2025Q4: 80,406 shares; 2026Q1: 84,173 shares 84,173 $31.3M 0.44% +3,767 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,644 shares; 2024Q4: 29,788 shares; 2025Q1: 32,935 shares; 2025Q2: 33,448 shares; 2025Q3: 34,523 shares; 2025Q4: 34,733 shares; 2026Q1: 33,744 shares 33,744 $30.2M 0.42% -989 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,880 shares; 2024Q4: 343,326 shares; 2025Q1: 264,766 shares; 2025Q2: 264,342 shares; 2025Q3: 263,251 shares; 2025Q4: 262,501 shares; 2026Q1: 259,354 shares 259,354 $27.6M 0.38% -3,147 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,872 shares; 2024Q4: 7,280 shares; 2025Q1: 9,400 shares; 2025Q2: 10,231 shares; 2025Q3: 16,485 shares; 2025Q4: 166,666 shares; 2026Q1: 286,009 shares 286,009 $27.5M 0.38% +119,343 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,487 shares; 2024Q4: 191,245 shares; 2025Q1: 192,827 shares; 2025Q2: 245,156 shares; 2025Q3: 239,207 shares; 2025Q4: 232,450 shares; 2026Q1: 220,344 shares 220,344 $27.4M 0.38% -12,106 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,419 shares; 2024Q4: 188,116 shares; 2025Q1: 190,923 shares; 2025Q2: 196,430 shares; 2025Q3: 210,405 shares; 2025Q4: 212,287 shares; 2026Q1: 213,224 shares 213,224 $26.5M 0.37% +937 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,980 shares; 2024Q4: 36,235 shares; 2025Q1: 36,398 shares; 2025Q2: 53,094 shares; 2025Q3: 54,433 shares; 2025Q4: 52,893 shares; 2026Q1: 53,399 shares 53,399 $26.5M 0.37% +506 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,530 shares; 2024Q4: 222,213 shares; 2025Q1: 228,094 shares; 2025Q2: 259,175 shares; 2025Q3: 275,866 shares; 2025Q4: 274,030 shares; 2026Q1: 274,267 shares 274,267 $26.4M 0.37% +237 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394,918 shares; 2024Q4: 396,644 shares; 2025Q1: 391,186 shares; 2025Q2: 343,250 shares; 2025Q3: 346,803 shares; 2025Q4: 361,264 shares; 2026Q1: 350,933 shares 350,933 $26.4M 0.37% -10,331 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,791 shares; 2024Q4: 124,687 shares; 2025Q1: 163,677 shares; 2025Q2: 222,715 shares; 2025Q3: 222,545 shares; 2025Q4: 220,078 shares; 2026Q1: 220,190 shares 220,190 $26.1M 0.36% +112 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,902 shares; 2024Q4: 19,097 shares; 2025Q1: 26,420 shares; 2025Q2: 29,146 shares; 2025Q3: 30,853 shares; 2025Q4: 33,679 shares; 2026Q1: 36,156 shares 36,156 $25.6M 0.36% +2,477 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,011 shares; 2024Q4: 164,109 shares; 2025Q1: 284,194 shares; 2025Q2: 301,537 shares; 2025Q3: 311,028 shares; 2025Q4: 310,144 shares; 2026Q1: 306,925 shares 306,925 $24.4M 0.34% -3,219 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,549 shares; 2024Q4: 14,404 shares; 2025Q1: 15,322 shares; 2025Q2: 128,605 shares; 2025Q3: 229,091 shares; 2025Q4: 218,193 shares; 2026Q1: 211,248 shares 211,248 $24M 0.33% -6,945 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,068 shares; 2024Q4: 272,155 shares; 2025Q1: 291,881 shares; 2025Q2: 308,033 shares; 2025Q3: 316,343 shares; 2025Q4: 316,176 shares; 2026Q1: 307,973 shares 307,973 $23.9M 0.33% -8,203 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187,882 shares; 2025Q3: 187,386 shares; 2025Q4: 215,455 shares; 2026Q1: 258,136 shares 258,136 $23.7M 0.33% +42,681 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,949 shares; 2024Q4: 71,644 shares; 2025Q1: 77,743 shares; 2025Q2: 90,711 shares; 2025Q3: 91,824 shares; 2025Q4: 120,630 shares; 2026Q1: 98,878 shares 98,878 $23.5M 0.33% -21,752 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,815 shares; 2024Q4: 198,991 shares; 2025Q1: 176,664 shares; 2025Q2: 198,742 shares; 2025Q3: 203,395 shares; 2025Q4: 216,347 shares; 2026Q1: 207,466 shares 207,466 $23.5M 0.33% -8,881 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,330 shares; 2024Q4: 80,794 shares; 2025Q1: 189,976 shares; 2025Q2: 183,144 shares; 2025Q3: 188,125 shares; 2025Q4: 175,651 shares; 2026Q1: 175,389 shares 175,389 $23.2M 0.32% -262 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,518 shares; 2024Q4: 190,490 shares; 2025Q1: 187,662 shares; 2025Q2: 186,866 shares; 2025Q3: 189,796 shares; 2025Q4: 166,568 shares; 2026Q1: 156,288 shares 156,288 $23M 0.32% -10,280 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,117 shares; 2024Q4: 22,694 shares; 2025Q1: 22,810 shares; 2025Q2: 32,918 shares; 2025Q3: 42,881 shares; 2025Q4: 43,403 shares; 2026Q1: 49,824 shares 49,824 $22.2M 0.31% +6,421 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,541 shares; 2024Q4: 274,126 shares; 2025Q1: 267,421 shares; 2025Q2: 255,666 shares; 2025Q3: 239,934 shares; 2025Q4: 236,531 shares; 2026Q1: 234,954 shares 234,954 $21.8M 0.3% -1,577 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,673 shares; 2024Q4: 56,103 shares; 2025Q1: 57,920 shares; 2025Q2: 58,886 shares; 2025Q3: 61,498 shares; 2025Q4: 63,446 shares; 2026Q1: 64,611 shares 64,611 $21.2M 0.3% +1,165 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,949 shares; 2025Q4: 8,926 shares; 2026Q1: 11,126 shares 11,126 $21M 0.29% +2,200 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,355 shares; 2024Q4: 93,183 shares; 2025Q1: 88,086 shares; 2025Q2: 95,920 shares; 2025Q3: 95,434 shares; 2025Q4: 95,225 shares; 2026Q1: 90,777 shares 90,777 $20.5M 0.29% -4,448 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,889 shares; 2024Q4: 381,379 shares; 2025Q1: 395,280 shares; 2025Q2: 406,623 shares; 2025Q3: 409,264 shares; 2025Q4: 413,431 shares; 2026Q1: 411,086 shares 411,086 $20.3M 0.28% -2,345 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,541 shares; 2024Q4: 86,149 shares; 2025Q1: 22,420 shares; 2025Q2: 64,429 shares; 2025Q3: 69,218 shares; 2025Q4: 68,023 shares; 2026Q1: 66,648 shares 66,648 $20.2M 0.28% -1,375 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,818 shares; 2024Q4: 125,595 shares; 2025Q1: 125,141 shares; 2025Q2: 126,461 shares; 2025Q3: 130,431 shares; 2025Q4: 127,469 shares; 2026Q1: 126,126 shares 126,126 $20.1M 0.28% -1,343 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,814 shares; 2024Q4: 53,436 shares; 2025Q1: 61,517 shares; 2025Q2: 57,725 shares; 2025Q3: 57,177 shares; 2025Q4: 56,340 shares; 2026Q1: 54,197 shares 54,197 $20.1M 0.28% -2,143 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421,737 shares; 2024Q4: 455,677 shares; 2025Q1: 380,730 shares; 2025Q2: 381,238 shares; 2025Q3: 365,945 shares; 2025Q4: 371,124 shares; 2026Q1: 370,509 shares 370,509 $20M 0.28% -615 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,816 shares; 2024Q4: 29,708 shares; 2025Q1: 28,989 shares; 2025Q2: 33,725 shares; 2025Q3: 40,514 shares; 2025Q4: 40,209 shares; 2026Q1: 38,786 shares 38,786 $19.1M 0.27% -1,423 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617,850 shares; 2024Q4: 582,266 shares; 2025Q1: 574,115 shares; 2025Q2: 951,002 shares; 2025Q3: 969,212 shares; 2025Q4: 968,524 shares; 2026Q1: 996,035 shares 996,035 $18.9M 0.26% +27,511 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461,271 shares; 2024Q4: 443,509 shares; 2025Q1: 426,997 shares; 2025Q2: 428,065 shares; 2025Q3: 397,212 shares; 2025Q4: 339,374 shares; 2026Q1: 315,426 shares 315,426 $18.9M 0.26% -23,948 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 13,745 shares; 2025Q1: 27,542 shares; 2025Q2: 25,668 shares; 2025Q3: 25,718 shares; 2025Q4: 25,564 shares; 2026Q1: 25,827 shares 25,827 $18.8M 0.26% +263 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,047 shares; 2024Q4: 31,871 shares; 2025Q1: 31,459 shares; 2025Q2: 33,700 shares; 2025Q3: 37,596 shares; 2025Q4: 37,589 shares; 2026Q1: 43,015 shares 43,015 $18.8M 0.26% +5,426 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540,739 shares; 2025Q4: 612,696 shares; 2026Q1: 612,696 shares 612,696 $18.6M 0.26% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,771 shares; 2024Q4: 83,237 shares; 2025Q1: 80,716 shares; 2025Q2: 85,404 shares; 2025Q3: 87,148 shares; 2025Q4: 89,870 shares; 2026Q1: 85,732 shares 85,732 $18.4M 0.26% -4,138 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,932 shares; 2024Q4: 197,638 shares; 2025Q1: 201,847 shares; 2025Q2: 201,973 shares; 2025Q3: 203,135 shares; 2025Q4: 202,271 shares; 2026Q1: 195,736 shares 195,736 $18.2M 0.25% -6,535 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,216 shares; 2024Q4: 31,770 shares; 2025Q1: 31,948 shares; 2025Q2: 31,234 shares; 2025Q3: 31,121 shares; 2025Q4: 30,101 shares; 2026Q1: 30,938 shares 30,938 $16.6M 0.23% +837 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,610 shares; 2024Q4: 18,832 shares; 2025Q1: 25,348 shares; 2025Q2: 27,744 shares; 2025Q3: 33,499 shares; 2025Q4: 38,785 shares; 2026Q1: 38,103 shares 38,103 $16.4M 0.23% -682 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,876 shares; 2024Q4: 25,137 shares; 2025Q1: 36,515 shares; 2025Q2: 126,474 shares; 2025Q3: 285,215 shares; 2025Q4: 422,808 shares; 2026Q1: 477,436 shares 477,436 $16M 0.22% +54,628 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,736 shares; 2024Q4: 61,558 shares; 2025Q1: 62,487 shares; 2025Q2: 71,612 shares; 2025Q3: 81,728 shares; 2025Q4: 77,804 shares; 2026Q1: 76,614 shares 76,614 $15.9M 0.22% -1,190 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,069 shares; 2025Q1: 113,269 shares; 2025Q2: 118,277 shares; 2025Q3: 114,674 shares; 2025Q4: 114,732 shares; 2026Q1: 129,560 shares 129,560 $15.4M 0.21% +14,828 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,105 shares; 2024Q4: 15,374 shares; 2025Q1: 16,592 shares; 2025Q2: 19,053 shares; 2025Q3: 48,286 shares; 2025Q4: 48,790 shares; 2026Q1: 46,773 shares 46,773 $15.3M 0.21% -2,017 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,556 shares; 2024Q4: 287,869 shares; 2025Q1: 291,758 shares; 2025Q2: 282,154 shares; 2025Q3: 283,238 shares; 2025Q4: 279,210 shares; 2026Q1: 267,621 shares 267,621 $15.2M 0.21% -11,589 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,296 shares; 2024Q4: 39,634 shares; 2025Q1: 40,646 shares; 2025Q2: 45,416 shares; 2025Q3: 54,009 shares; 2025Q4: 44,670 shares; 2026Q1: 46,316 shares 46,316 $14.9M 0.21% +1,646 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 9,101 shares; 2025Q1: 9,075 shares; 2025Q2: 10,242 shares; 2025Q3: 109,934 shares; 2025Q4: 108,854 shares; 2026Q1: 108,021 shares 108,021 $14.7M 0.2% -833 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,064 shares; 2024Q4: 154,885 shares; 2025Q1: 138,905 shares; 2025Q2: 157,316 shares; 2025Q3: 160,055 shares; 2025Q4: 164,306 shares; 2026Q1: 175,025 shares 175,025 $14.6M 0.2% +10,719 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,463 shares; 2024Q4: 64,620 shares; 2025Q1: 61,736 shares; 2025Q2: 59,527 shares; 2025Q3: 59,714 shares; 2025Q4: 57,929 shares; 2026Q1: 69,142 shares 69,142 $14.6M 0.2% +11,213 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,177 shares; 2024Q4: 35,347 shares; 2025Q1: 36,710 shares; 2025Q2: 37,264 shares; 2025Q3: 37,493 shares; 2025Q4: 37,137 shares; 2026Q1: 34,182 shares 34,182 $14.6M 0.2% -2,955 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,850 shares; 2024Q4: 162,404 shares; 2025Q1: 162,024 shares; 2025Q2: 134,359 shares; 2025Q3: 128,385 shares; 2025Q4: 136,089 shares; 2026Q1: 133,555 shares 133,555 $14.2M 0.2% -2,534 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,815 shares; 2024Q4: 15,461 shares; 2025Q1: 18,464 shares; 2025Q2: 33,938 shares; 2025Q3: 54,825 shares; 2025Q4: 56,031 shares; 2026Q1: 57,657 shares 57,657 $14M 0.19% +1,626 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,535 shares; 2024Q4: 44,002 shares; 2025Q1: 45,628 shares; 2025Q2: 44,359 shares; 2025Q3: 44,417 shares; 2025Q4: 43,884 shares; 2026Q1: 42,654 shares 42,654 $14M 0.19% -1,230 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,480 shares; 2024Q4: 185,283 shares; 2025Q1: 166,185 shares; 2025Q2: 94,640 shares; 2025Q3: 95,663 shares; 2025Q4: 89,855 shares; 2026Q1: 87,927 shares 87,927 $13.7M 0.19% -1,928 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 66,514 shares; 2025Q1: 63,547 shares; 2025Q2: 151,024 shares; 2025Q3: 172,812 shares; 2025Q4: 200,174 shares; 2026Q1: 178,143 shares 178,143 $13.6M 0.19% -22,031 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,175 shares; 2024Q4: 18,611 shares; 2025Q1: 18,463 shares; 2025Q2: 39,655 shares; 2025Q3: 39,696 shares; 2025Q4: 36,615 shares; 2026Q1: 36,977 shares 36,977 $13.2M 0.18% +362 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,302 shares; 2026Q1: 45,183 shares 45,183 $13.2M 0.18% +1,881 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,708 shares; 2024Q4: 117,220 shares; 2025Q1: 93,887 shares; 2025Q2: 131,350 shares; 2025Q3: 151,357 shares; 2025Q4: 147,400 shares; 2026Q1: 124,805 shares 124,805 $12.8M 0.18% -22,595 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,960 shares; 2024Q4: 47,883 shares; 2025Q1: 47,797 shares; 2025Q2: 57,778 shares; 2025Q3: 61,675 shares; 2025Q4: 58,582 shares; 2026Q1: 59,640 shares 59,640 $12.5M 0.17% +1,058 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 860 shares; 2025Q1: 8,294 shares; 2025Q2: 8,419 shares; 2025Q3: 8,703 shares; 2025Q4: 8,315 shares; 2026Q1: 8,386 shares 8,386 $12.3M 0.17% +71 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,962 shares; 2024Q4: 122,427 shares; 2025Q1: 126,446 shares; 2025Q2: 126,272 shares; 2025Q3: 130,182 shares; 2025Q4: 172,002 shares; 2026Q1: 171,549 shares 171,549 $12.3M 0.17% -453 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,844 shares; 2024Q4: 14,782 shares; 2025Q1: 9,558 shares; 2025Q2: 15,668 shares; 2025Q3: 33,533 shares; 2025Q4: 34,358 shares; 2026Q1: 33,578 shares 33,578 $11.8M 0.16% -780 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 234,249 shares; 2025Q3: 238,771 shares; 2025Q4: 244,643 shares; 2026Q1: 267,413 shares 267,413 $11.6M 0.16% +22,770 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561,897 shares; 2024Q4: 561,356 shares; 2025Q1: 372,027 shares; 2025Q2: 389,157 shares; 2025Q3: 423,248 shares; 2025Q4: 410,477 shares; 2026Q1: 398,929 shares 398,929 $11.6M 0.16% -11,548 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 2,785 shares; 2025Q1: 3,004 shares; 2025Q2: 3,549 shares; 2025Q3: 25,878 shares; 2025Q4: 24,476 shares; 2026Q1: 25,850 shares 25,850 $11M 0.15% +1,374 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,144 shares; 2024Q4: 55,020 shares; 2025Q1: 57,013 shares; 2025Q2: 58,701 shares; 2025Q3: 69,868 shares; 2025Q4: 71,701 shares; 2026Q1: 65,709 shares 65,709 $10.8M 0.15% -5,992 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,647 shares; 2024Q4: 90,036 shares; 2025Q1: 29,068 shares; 2025Q2: 90,630 shares; 2025Q3: 36,337 shares; 2025Q4: 31,280 shares; 2026Q1: 31,132 shares 31,132 $10.6M 0.15% -148 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,428 shares; 2024Q4: 117,857 shares; 2025Q1: 166,953 shares; 2025Q2: 170,024 shares; 2025Q3: 170,238 shares; 2025Q4: 163,448 shares; 2026Q1: 116,524 shares 116,524 $10.6M 0.15% -46,924 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,597 shares; 2024Q4: 23,303 shares; 2025Q1: 48,868 shares; 2025Q2: 115,914 shares; 2025Q3: 94,323 shares; 2025Q4: 67,971 shares; 2026Q1: 69,716 shares 69,716 $10.5M 0.15% +1,745 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,121 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,169 shares; 2025Q3: 31,214 shares; 2025Q4: 31,166 shares; 2026Q1: 31,254 shares 31,254 $10.3M 0.14% +88 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,690 shares; 2024Q4: 90,604 shares; 2025Q1: 88,492 shares; 2025Q2: 69,710 shares; 2025Q3: 67,596 shares; 2025Q4: 66,582 shares; 2026Q1: 43,847 shares 43,847 $10.3M 0.14% -22,735 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,203 shares; 2024Q4: 26,249 shares; 2025Q1: 28,023 shares; 2025Q2: 30,515 shares; 2025Q3: 33,334 shares; 2025Q4: 33,706 shares; 2026Q1: 32,929 shares 32,929 $10.2M 0.14% -777 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,477 shares; 2024Q4: 100,967 shares; 2025Q1: 101,733 shares; 2025Q2: 101,682 shares; 2025Q3: 110,926 shares; 2025Q4: 106,908 shares; 2026Q1: 108,408 shares 108,408 $10.2M 0.14% +1,500 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,023 shares; 2024Q4: 126,974 shares; 2025Q1: 17,121 shares; 2025Q2: 19,126 shares; 2025Q3: 20,718 shares; 2025Q4: 22,658 shares; 2026Q1: 93,566 shares 93,566 $10.1M 0.14% +70,908 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,762 shares; 2025Q1: 10,749 shares; 2025Q2: 15,507 shares; 2025Q3: 17,500 shares; 2025Q4: 16,647 shares; 2026Q1: 46,500 shares 46,500 $9.95M 0.14% +29,853 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,247 shares; 2024Q4: 54,959 shares; 2025Q1: 11,452 shares; 2025Q2: 11,753 shares; 2025Q3: 10,799 shares; 2025Q4: 17,738 shares; 2026Q1: 35,134 shares 35,134 $9.81M 0.14% +17,396 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,584 shares; 2024Q4: 31,750 shares; 2025Q1: 31,678 shares; 2025Q2: 32,153 shares; 2025Q3: 32,299 shares; 2025Q4: 32,727 shares; 2026Q1: 32,788 shares 32,788 $9.8M 0.14% +61 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 10,286 shares; 2025Q1: 10,910 shares; 2025Q2: 11,345 shares; 2025Q3: 11,445 shares; 2025Q4: 72,972 shares; 2026Q1: 91,810 shares 91,810 $9.6M 0.13% +18,838 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,964 shares; 2024Q4: 303,142 shares; 2025Q1: 343,640 shares; 2025Q2: 349,016 shares; 2025Q3: 351,336 shares; 2025Q4: 357,170 shares; 2026Q1: 308,801 shares 308,801 $9.47M 0.13% -48,369 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,095 shares; 2025Q1: 4,935 shares; 2025Q2: 4,902 shares; 2025Q3: 136,156 shares; 2025Q4: 173,479 shares; 2026Q1: 175,659 shares 175,659 $8.96M 0.12% +2,180 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,171 shares; 2024Q4: 35,360 shares; 2025Q1: 36,004 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,612 shares; 2026Q1: 46,337 shares 46,337 $8.94M 0.12% -1,275 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,174 shares; 2024Q4: 34,745 shares; 2025Q1: 33,427 shares; 2025Q2: 42,777 shares; 2025Q3: 44,918 shares; 2025Q4: 45,349 shares; 2026Q1: 36,158 shares 36,158 $8.77M 0.12% -9,191 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,826 shares; 2024Q4: 41,148 shares; 2025Q1: 42,584 shares; 2025Q2: 48,351 shares; 2025Q3: 67,533 shares; 2025Q4: 68,587 shares; 2026Q1: 67,305 shares 67,305 $8.67M 0.12% -1,282 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 14 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $8.62M 0.12% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 8,594 shares; 2025Q1: 13,156 shares; 2025Q2: 14,042 shares; 2025Q3: 15,856 shares; 2025Q4: 15,583 shares; 2026Q1: 12,577 shares 12,577 $8.58M 0.12% -3,006 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,190 shares; 2025Q2: 96,297 shares; 2025Q3: 92,360 shares; 2025Q4: 92,451 shares; 2026Q1: 89,807 shares 89,807 $8.57M 0.12% -2,644 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,787 shares; 2024Q4: 19,918 shares; 2025Q1: 18,496 shares; 2025Q2: 17,583 shares; 2025Q3: 17,568 shares; 2025Q4: 15,625 shares; 2026Q1: 14,823 shares 14,823 $8.35M 0.12% -802 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,894 shares; 2024Q4: 13,766 shares; 2025Q1: 13,775 shares; 2025Q2: 25,943 shares; 2025Q3: 26,099 shares; 2025Q4: 25,553 shares; 2026Q1: 20,325 shares 20,325 $8.29M 0.12% -5,228 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,935 shares; 2024Q4: 92,076 shares; 2025Q1: 73,422 shares; 2025Q2: 109,760 shares; 2025Q3: 79,321 shares; 2025Q4: 91,460 shares; 2026Q1: 82,773 shares 82,773 $8.22M 0.11% -8,687 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423 shares; 2025Q4: 8,024 shares; 2026Q1: 21,446 shares 21,446 $8.15M 0.11% +13,422 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,477 shares; 2024Q4: 334,663 shares; 2025Q1: 392,043 shares; 2025Q2: 367,335 shares; 2025Q3: 345,509 shares; 2025Q4: 465,598 shares; 2026Q1: 283,183 shares 283,183 $7.95M 0.11% -182,415 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,543 shares; 2024Q4: 13,299 shares; 2025Q1: 20,750 shares; 2025Q2: 61,649 shares; 2025Q3: 53,002 shares; 2025Q4: 43,737 shares; 2026Q1: 41,205 shares 41,205 $7.91M 0.11% -2,532 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,409 shares; 2024Q4: 12,880 shares; 2025Q1: 13,023 shares; 2025Q2: 77,535 shares; 2025Q3: 83,734 shares; 2025Q4: 85,007 shares; 2026Q1: 83,769 shares 83,769 $7.57M 0.11% -1,238 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115,190 shares; 2026Q1: 216,447 shares 216,447 $7.55M 0.11% +101,257 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,705 shares; 2024Q4: 41,416 shares; 2025Q1: 39,430 shares; 2025Q2: 38,394 shares; 2025Q3: 37,045 shares; 2025Q4: 36,128 shares; 2026Q1: 35,310 shares 35,310 $7.54M 0.1% -818 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 1,075 shares; 2025Q1: 1,033 shares; 2025Q2: 9,064 shares; 2025Q3: 16,299 shares; 2025Q4: 16,360 shares; 2026Q1: 81,457 shares 81,457 $7.52M 0.1% +65,097 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,974 shares; 2026Q1: 58,983 shares 58,983 $7.51M 0.1% +2,009 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,717 shares; 2024Q4: 42,293 shares; 2025Q1: 42,684 shares; 2025Q2: 43,965 shares; 2025Q3: 47,680 shares; 2025Q4: 46,733 shares; 2026Q1: 44,206 shares 44,206 $7.48M 0.1% -2,527 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,882 shares; 2024Q4: 53,857 shares; 2025Q1: 58,173 shares; 2025Q2: 71,161 shares; 2025Q3: 78,479 shares; 2025Q4: 78,555 shares; 2026Q1: 75,282 shares 75,282 $7.32M 0.1% -3,273 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189,181 shares; 2025Q2: 194,430 shares; 2025Q3: 186,885 shares; 2025Q4: 179,389 shares; 2026Q1: 119,021 shares 119,021 $7.27M 0.1% -60,368 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,810 shares; 2024Q4: 64,577 shares; 2025Q1: 64,669 shares; 2025Q2: 63,009 shares; 2025Q3: 65,077 shares; 2025Q4: 61,932 shares; 2026Q1: 52,411 shares 52,411 $7.11M 0.1% -9,521 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279,580 shares; 2025Q2: 283,368 shares; 2025Q3: 270,351 shares; 2025Q4: 270,700 shares; 2026Q1: 262,691 shares 262,691 $6.99M 0.1% -8,009 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,653 shares; 2024Q4: 42,306 shares; 2025Q1: 42,679 shares; 2025Q2: 45,197 shares; 2025Q3: 44,984 shares; 2025Q4: 35,858 shares; 2026Q1: 35,836 shares 35,836 $6.96M 0.1% -22 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,465 shares; 2024Q4: 20,541 shares; 2025Q1: 20,701 shares; 2025Q2: 39,914 shares; 2025Q3: 42,038 shares; 2025Q4: 42,234 shares; 2026Q1: 43,252 shares 43,252 $6.93M 0.1% +1,018 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,278 shares; 2024Q4: 25,112 shares; 2025Q1: 104,619 shares; 2025Q2: 97,450 shares; 2025Q3: 87,920 shares; 2025Q4: 88,490 shares; 2026Q1: 78,370 shares 78,370 $6.91M 0.1% -10,120 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,268 shares; 2025Q2: 12,249 shares; 2025Q3: 46,747 shares; 2025Q4: 59,690 shares; 2026Q1: 119,047 shares 119,047 $6.61M 0.09% +59,357 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,873 shares; 2024Q4: 14,136 shares; 2025Q1: 14,996 shares; 2025Q2: 30,303 shares; 2025Q3: 70,928 shares; 2025Q4: 73,341 shares; 2026Q1: 75,424 shares 75,424 $6.54M 0.09% +2,083 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,617 shares; 2024Q4: 11,048 shares; 2025Q1: 8,303 shares; 2025Q2: 11,900 shares; 2025Q3: 18,978 shares; 2025Q4: 19,612 shares; 2026Q1: 21,780 shares 21,780 $6.18M 0.09% +2,168 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,674 shares; 2024Q4: 53,167 shares; 2025Q1: 54,460 shares; 2025Q2: 58,475 shares; 2025Q3: 59,541 shares; 2025Q4: 68,292 shares; 2026Q1: 74,581 shares 74,581 $6.16M 0.09% +6,289 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 6,189 shares; 2025Q1: 5,182 shares; 2025Q2: 111,005 shares; 2025Q3: 110,122 shares; 2025Q4: 108,446 shares; 2026Q1: 111,225 shares 111,225 $6.14M 0.09% +2,779 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,920 shares; 2024Q4: 5,325 shares; 2025Q1: 32,485 shares; 2025Q2: 28,871 shares; 2025Q3: 29,012 shares; 2025Q4: 27,784 shares; 2026Q1: 27,893 shares 27,893 $6.11M 0.09% +109 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,423 shares; 2024Q4: 14,112 shares; 2025Q1: 13,950 shares; 2025Q2: 15,715 shares; 2025Q3: 17,868 shares; 2025Q4: 17,830 shares; 2026Q1: 13,889 shares 13,889 $6.01M 0.08% -3,941 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,944 shares; 2024Q4: 148,081 shares; 2025Q1: 115,166 shares; 2025Q2: 108,066 shares; 2025Q3: 90,529 shares; 2025Q4: 64,885 shares; 2026Q1: 62,278 shares 62,278 $5.96M 0.08% -2,607 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,757 shares; 2024Q4: 21,235 shares; 2025Q1: 21,988 shares; 2025Q2: 23,912 shares; 2025Q3: 29,308 shares; 2025Q4: 29,182 shares; 2026Q1: 25,181 shares 25,181 $5.95M 0.08% -4,001 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,757 shares; 2024Q4: 62,426 shares; 2025Q1: 61,892 shares; 2025Q2: 51,199 shares; 2025Q3: 47,479 shares; 2025Q4: 47,916 shares; 2026Q1: 38,986 shares 38,986 $5.9M 0.08% -8,930 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,630 shares; 2024Q4: 19,754 shares; 2025Q1: 19,730 shares; 2025Q2: 69,225 shares; 2025Q3: 73,979 shares; 2025Q4: 73,479 shares; 2026Q1: 23,817 shares 23,817 $5.82M 0.08% -49,662 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 22,220 shares; 2025Q1: 17,886 shares; 2025Q2: 17,812 shares; 2025Q3: 22,665 shares; 2025Q4: 22,414 shares; 2026Q1: 18,122 shares 18,122 $5.76M 0.08% -4,292 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,552 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,539 shares; 2025Q3: 87,725 shares; 2025Q4: 87,526 shares; 2026Q1: 82,856 shares 82,856 $5.74M 0.08% -4,670 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 3,463 shares; 2025Q1: 3,473 shares; 2025Q2: 4,820 shares; 2025Q3: 6,298 shares; 2025Q4: 6,480 shares; 2026Q1: 6,575 shares 6,575 $5.74M 0.08% +95 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,954 shares; 2024Q4: 17,544 shares; 2025Q1: 17,243 shares; 2025Q2: 24,538 shares; 2025Q3: 26,415 shares; 2025Q4: 27,369 shares; 2026Q1: 27,519 shares 27,519 $5.6M 0.08% +150 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,219 shares; 2024Q4: 59,788 shares; 2025Q1: 65,616 shares; 2025Q2: 67,197 shares; 2025Q3: 56,277 shares; 2025Q4: 62,063 shares; 2026Q1: 73,435 shares 73,435 $5.58M 0.08% +11,372 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,060 shares; 2024Q4: 20,550 shares; 2025Q1: 33,088 shares; 2025Q2: 41,091 shares; 2025Q3: 42,526 shares; 2025Q4: 39,740 shares; 2026Q1: 37,781 shares 37,781 $5.51M 0.08% -1,959 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,222 shares 27,222 $5.37M 0.07% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,830 shares; 2024Q4: 24,594 shares; 2025Q1: 24,655 shares; 2025Q2: 51,888 shares; 2025Q3: 58,161 shares; 2025Q4: 41,606 shares; 2026Q1: 40,653 shares 40,653 $5.33M 0.07% -953 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,238 shares; 2024Q4: 20,560 shares; 2025Q1: 23,191 shares; 2025Q2: 33,518 shares; 2025Q3: 42,746 shares; 2025Q4: 45,768 shares; 2026Q1: 45,869 shares 45,869 $5.27M 0.07% +101 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 268,957 shares; 2025Q2: 201,331 shares; 2025Q3: 80,326 shares; 2025Q4: 81,153 shares; 2026Q1: 89,870 shares 89,870 $5.26M 0.07% +8,717 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 6,830 shares; 2025Q1: 8,532 shares; 2025Q2: 9,468 shares; 2025Q3: 10,790 shares; 2025Q4: 11,837 shares; 2026Q1: 15,490 shares 15,490 $5.23M 0.07% +3,653 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,722 shares; 2024Q4: 15,592 shares; 2025Q1: 21,914 shares; 2025Q2: 26,635 shares; 2025Q3: 38,117 shares; 2025Q4: 35,506 shares; 2026Q1: 31,519 shares 31,519 $5.21M 0.07% -3,987 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,491 shares; 2024Q4: 11,250 shares; 2025Q1: 11,828 shares; 2025Q2: 14,729 shares; 2025Q3: 61,033 shares; 2025Q4: 60,831 shares; 2026Q1: 32,566 shares 32,566 $5.12M 0.07% -28,265 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,686 shares; 2024Q4: 81,663 shares; 2025Q1: 265,659 shares; 2025Q2: 264,700 shares; 2025Q3: 277,161 shares; 2025Q4: 100,955 shares; 2026Q1: 101,378 shares 101,378 $5.09M 0.07% +423 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 815 shares; 2025Q1: 863 shares; 2025Q2: 995 shares; 2025Q3: 1,186 shares; 2025Q4: 1,257 shares; 2026Q1: 1,199 shares 1,199 $5.05M 0.07% -58 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,654 shares; 2025Q1: 2,479 shares; 2025Q2: 2,655 shares; 2025Q3: 119,211 shares; 2025Q4: 119,378 shares; 2026Q1: 30,567 shares 30,567 $5M 0.07% -88,811 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,256 shares; 2025Q1: 10,786 shares; 2025Q2: 19,518 shares; 2025Q3: 29,902 shares; 2025Q4: 31,749 shares; 2026Q1: 34,053 shares 34,053 $4.98M 0.07% +2,304 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,440 shares; 2024Q4: 9,730 shares; 2025Q1: 6,232 shares; 2025Q2: 12,144 shares; 2025Q3: 21,580 shares; 2025Q4: 12,807 shares; 2026Q1: 24,957 shares 24,957 $4.97M 0.07% +12,150 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,571 shares; 2024Q4: 49,821 shares; 2025Q1: 50,122 shares; 2025Q2: 55,198 shares; 2025Q3: 54,082 shares; 2025Q4: 53,641 shares; 2026Q1: 48,971 shares 48,971 $4.93M 0.07% -4,670 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,692 shares; 2024Q4: 119,075 shares; 2025Q1: 119,460 shares; 2025Q2: 119,377 shares; 2025Q3: 115,160 shares; 2025Q4: 95,674 shares; 2026Q1: 95,870 shares 95,870 $4.9M 0.07% +196 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,057 shares; 2024Q4: 16,288 shares; 2025Q1: 17,778 shares; 2025Q2: 25,539 shares; 2025Q3: 13,636 shares; 2025Q4: 33,403 shares; 2026Q1: 32,577 shares 32,577 $4.89M 0.07% -826 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,995 shares; 2024Q4: 29,942 shares; 2025Q1: 35,337 shares; 2025Q2: 44,213 shares; 2025Q3: 49,283 shares; 2025Q4: 52,454 shares; 2026Q1: 80,552 shares 80,552 $4.89M 0.07% +28,098 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,048 shares; 2025Q1: 13,136 shares; 2025Q2: 13,144 shares; 2025Q3: 13,331 shares; 2025Q4: 13,389 shares; 2026Q1: 14,132 shares 14,132 $4.87M 0.07% +743 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,036 shares; 2024Q4: 44,946 shares; 2025Q1: 46,038 shares; 2025Q2: 42,927 shares; 2025Q3: 27,503 shares; 2025Q4: 19,982 shares; 2026Q1: 18,000 shares 18,000 $4.87M 0.07% -1,982 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,608 shares; 2024Q4: 26,338 shares; 2025Q1: 7,451 shares; 2025Q2: 25,520 shares; 2025Q3: 26,486 shares; 2025Q4: 24,158 shares; 2026Q1: 25,873 shares 25,873 $4.78M 0.07% +1,715 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,775 shares; 2024Q4: 23,425 shares; 2025Q1: 23,546 shares; 2025Q2: 22,037 shares; 2025Q3: 21,913 shares; 2025Q4: 22,977 shares; 2026Q1: 22,399 shares 22,399 $4.61M 0.06% -578 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,880 shares; 2025Q4: 24,033 shares; 2026Q1: 23,530 shares 23,530 $4.58M 0.06% -503 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,542 shares; 2024Q4: 16,459 shares; 2025Q1: 18,397 shares; 2025Q2: 19,299 shares; 2025Q3: 19,259 shares; 2025Q4: 19,858 shares; 2026Q1: 17,710 shares 17,710 $4.56M 0.06% -2,148 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,798 shares; 2024Q4: 21,443 shares; 2025Q1: 7,078 shares; 2025Q2: 22,973 shares; 2025Q3: 24,254 shares; 2025Q4: 23,837 shares; 2026Q1: 22,101 shares 22,101 $4.5M 0.06% -1,736 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 15,546 shares; 2025Q1: 14,506 shares; 2025Q2: 15,601 shares; 2025Q3: 17,411 shares; 2025Q4: 20,358 shares; 2026Q1: 24,649 shares 24,649 $4.47M 0.06% +4,291 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,533 shares; 2024Q4: 22,660 shares; 2025Q1: 19,413 shares; 2025Q2: 16,884 shares; 2025Q3: 40,624 shares; 2025Q4: 31,481 shares; 2026Q1: 31,457 shares 31,457 $4.35M 0.06% -24 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,335 shares; 2024Q4: 56,808 shares; 2025Q1: 54,579 shares; 2025Q2: 55,017 shares; 2025Q3: 49,874 shares; 2025Q4: 46,705 shares; 2026Q1: 46,082 shares 46,082 $4.33M 0.06% -623 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,904 shares; 2024Q4: 22,228 shares; 2025Q1: 24,897 shares; 2025Q2: 41,685 shares; 2025Q3: 40,731 shares; 2025Q4: 40,137 shares; 2026Q1: 36,055 shares 36,055 $4.28M 0.06% -4,082 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,265 shares; 2024Q4: 44,044 shares; 2025Q1: 43,430 shares; 2025Q2: 25,244 shares; 2025Q3: 25,389 shares; 2025Q4: 25,673 shares; 2026Q1: 21,479 shares 21,479 $4.26M 0.06% -4,194 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,574 shares; 2024Q4: 55,193 shares; 2025Q1: 51,296 shares; 2025Q2: 48,015 shares; 2025Q3: 46,207 shares; 2025Q4: 41,588 shares; 2026Q1: 41,737 shares 41,737 $4.21M 0.06% +149 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,045 shares; 2024Q4: 114,451 shares; 2025Q1: 101,850 shares; 2025Q2: 164,355 shares; 2025Q3: 150,807 shares; 2025Q4: 104,813 shares; 2026Q1: 102,373 shares 102,373 $4.18M 0.06% -2,440 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,915 shares; 2024Q4: 8,401 shares; 2025Q1: 8,487 shares; 2025Q2: 8,506 shares; 2025Q3: 8,553 shares; 2025Q4: 8,549 shares; 2026Q1: 8,425 shares 8,425 $4.13M 0.06% -124 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,696 shares; 2024Q4: 83,864 shares; 2025Q1: 84,259 shares; 2025Q2: 85,639 shares; 2025Q3: 57,775 shares; 2025Q4: 25,393 shares; 2026Q1: 21,954 shares 21,954 $4.1M 0.06% -3,439 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,940 shares; 2024Q4: 16,836 shares; 2025Q1: 17,774 shares; 2025Q2: 20,135 shares; 2025Q3: 21,160 shares; 2025Q4: 21,093 shares; 2026Q1: 21,588 shares 21,588 $4.09M 0.06% +495 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,337 shares; 2024Q4: 9,748 shares; 2025Q1: 8,911 shares; 2025Q2: 9,288 shares; 2025Q3: 11,044 shares; 2025Q4: 20,330 shares; 2026Q1: 19,244 shares 19,244 $4M 0.06% -1,086 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,120 shares; 2024Q4: 9,669 shares; 2025Q1: 9,116 shares; 2025Q2: 14,943 shares; 2025Q3: 15,738 shares; 2025Q4: 16,635 shares; 2026Q1: 8,607 shares 8,607 $3.97M 0.06% -8,028 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,389 shares; 2025Q2: 121,676 shares; 2025Q3: 138,596 shares; 2025Q4: 140,569 shares; 2026Q1: 143,847 shares 143,847 $3.93M 0.05% +3,278 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,354 shares; 2024Q4: 17,512 shares; 2025Q1: 17,714 shares; 2025Q2: 17,647 shares; 2025Q3: 18,043 shares; 2025Q4: 19,225 shares; 2026Q1: 18,858 shares 18,858 $3.92M 0.05% -367 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,472 shares; 2024Q4: 78,477 shares; 2025Q1: 78,463 shares; 2025Q2: 77,904 shares; 2025Q3: 55,124 shares; 2025Q4: 49,888 shares; 2026Q1: 58,203 shares 58,203 $3.87M 0.05% +8,315 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,805 shares; 2024Q4: 134,950 shares; 2025Q1: 135,348 shares; 2025Q2: 135,474 shares; 2025Q3: 128,952 shares; 2025Q4: 129,440 shares; 2026Q1: 124,828 shares 124,828 $3.86M 0.05% -4,612 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,282 shares; 2024Q4: 7,416 shares; 2025Q1: 9,394 shares; 2025Q2: 18,942 shares; 2025Q3: 21,753 shares; 2025Q4: 22,758 shares; 2026Q1: 21,104 shares 21,104 $3.85M 0.05% -1,654 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,834 shares; 2024Q4: 83,020 shares; 2025Q1: 85,114 shares; 2025Q2: 85,200 shares; 2025Q3: 84,672 shares; 2025Q4: 84,386 shares; 2026Q1: 66,632 shares 66,632 $3.77M 0.05% -17,754 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,701 shares; 2024Q4: 69,285 shares; 2025Q1: 47,595 shares; 2025Q2: 40,303 shares; 2025Q3: 59,142 shares; 2025Q4: 56,976 shares; 2026Q1: 52,613 shares 52,613 $3.75M 0.05% -4,363 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,948 shares; 2026Q1: 80,820 shares 80,820 $3.73M 0.05% +2,872 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 1,253 shares; 2025Q1: 788 shares; 2025Q2: 2,659 shares; 2025Q3: 3,618 shares; 2025Q4: 3,859 shares; 2026Q1: 4,775 shares 4,775 $3.69M 0.05% +916 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,236 shares; 2024Q4: 15,231 shares; 2025Q1: 16,893 shares; 2025Q2: 25,421 shares; 2025Q3: 25,783 shares; 2025Q4: 26,754 shares; 2026Q1: 28,866 shares 28,866 $3.65M 0.05% +2,112 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,518 shares; 2024Q4: 29,994 shares; 2025Q1: 30,529 shares; 2025Q2: 31,336 shares; 2025Q3: 33,001 shares; 2025Q4: 34,970 shares; 2026Q1: 36,729 shares 36,729 $3.57M 0.05% +1,759 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,604 shares; 2025Q1: 3,879 shares; 2025Q2: 4,168 shares; 2025Q3: 4,476 shares; 2025Q4: 4,262 shares; 2026Q1: 3,650 shares 3,650 $3.51M 0.05% -612 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 5,952 shares; 2025Q1: 6,204 shares; 2025Q2: 7,461 shares; 2025Q3: 8,236 shares; 2025Q4: 8,130 shares; 2026Q1: 7,576 shares 7,576 $3.51M 0.05% -554 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,207 shares; 2026Q1: 37,654 shares 37,654 $3.49M 0.05% +5,447 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,509 shares; 2024Q4: 34,006 shares; 2025Q1: 43,275 shares; 2025Q2: 62,298 shares; 2025Q3: 68,747 shares; 2025Q4: 76,007 shares; 2026Q1: 78,434 shares 78,434 $3.46M 0.05% +2,427 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162,225 shares 162,225 $3.43M 0.05% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 60,816 shares; 2025Q1: 24,019 shares; 2025Q2: 23,346 shares; 2025Q3: 20,929 shares; 2025Q4: 38,794 shares; 2026Q1: 31,247 shares 31,247 $3.41M 0.05% -7,547 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,603 shares; 2024Q4: 70,716 shares; 2025Q1: 71,224 shares; 2025Q2: 71,278 shares; 2025Q3: 63,304 shares; 2025Q4: 56,068 shares; 2026Q1: 56,439 shares 56,439 $3.39M 0.05% +371 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,776 shares; 2024Q4: 57,795 shares; 2025Q1: 62,179 shares; 2025Q2: 77,296 shares; 2025Q3: 62,187 shares; 2025Q4: 61,114 shares; 2026Q1: 64,987 shares 64,987 $3.38M 0.05% +3,873 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,944 shares; 2024Q4: 36,238 shares; 2025Q1: 39,063 shares; 2025Q2: 39,268 shares; 2025Q3: 31,777 shares; 2025Q4: 48,773 shares; 2026Q1: 42,760 shares 42,760 $3.35M 0.05% -6,013 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,358 shares; 2024Q4: 32,487 shares; 2025Q1: 36,635 shares; 2025Q2: 31,132 shares; 2025Q3: 32,802 shares; 2025Q4: 32,930 shares; 2026Q1: 32,939 shares 32,939 $3.3M 0.05% +9 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,890 shares; 2024Q4: 10,442 shares; 2025Q1: 12,917 shares; 2025Q2: 13,949 shares; 2025Q3: 15,119 shares; 2025Q4: 14,700 shares; 2026Q1: 14,315 shares 14,315 $3.29M 0.05% -385 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,207 shares; 2024Q4: 185,473 shares; 2025Q1: 50,107 shares; 2025Q2: 47,687 shares; 2025Q3: 45,985 shares; 2025Q4: 48,165 shares; 2026Q1: 54,413 shares 54,413 $3.2M 0.04% +6,248 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,294 shares; 2024Q4: 21,765 shares; 2025Q1: 21,755 shares; 2025Q2: 21,149 shares; 2025Q3: 20,703 shares; 2025Q4: 21,290 shares; 2026Q1: 21,156 shares 21,156 $3.13M 0.04% -134 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,580 shares; 2024Q4: 9,055 shares; 2025Q1: 8,883 shares; 2025Q2: 25,634 shares; 2025Q3: 23,802 shares; 2025Q4: 22,356 shares; 2026Q1: 24,794 shares 24,794 $3.13M 0.04% +2,438 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490,068 shares; 2024Q4: 545,404 shares; 2025Q1: not reported; 2025Q2: 546,279 shares; 2025Q3: 546,599 shares; 2025Q4: 547,241 shares; 2026Q1: 546,336 shares 546,336 $3.1M 0.04% -905 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,381 shares; 2024Q4: 16,265 shares; 2025Q1: 16,928 shares; 2025Q2: 19,037 shares; 2025Q3: 20,402 shares; 2025Q4: 16,487 shares; 2026Q1: 15,381 shares 15,381 $3.05M 0.04% -1,106 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,674 shares; 2024Q4: 45,376 shares; 2025Q1: 26,422 shares; 2025Q2: 26,305 shares; 2025Q3: 23,185 shares; 2025Q4: 34,222 shares; 2026Q1: 38,095 shares 38,095 $3.02M 0.04% +3,873 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,662 shares; 2024Q4: 25,128 shares; 2025Q1: 25,647 shares; 2025Q2: 28,023 shares; 2025Q3: 32,064 shares; 2025Q4: 31,119 shares; 2026Q1: 32,585 shares 32,585 $3.01M 0.04% +1,466 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,575 shares; 2024Q4: 25,181 shares; 2025Q1: 26,082 shares; 2025Q2: 26,276 shares; 2025Q3: 25,784 shares; 2025Q4: 24,633 shares; 2026Q1: 9,262 shares 9,262 $2.99M 0.04% -15,371 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 615 shares; 2025Q1: 686 shares; 2025Q2: 808 shares; 2025Q3: 3,009 shares; 2025Q4: 2,858 shares; 2026Q1: 2,563 shares 2,563 $2.97M 0.04% -295 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,854 shares; 2024Q4: 8,908 shares; 2025Q1: 8,609 shares; 2025Q2: 8,831 shares; 2025Q3: 9,176 shares; 2025Q4: 8,822 shares; 2026Q1: 8,563 shares 8,563 $2.96M 0.04% -259 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,853 shares; 2024Q4: 15,868 shares; 2025Q1: 16,841 shares; 2025Q2: 19,824 shares; 2025Q3: 21,946 shares; 2025Q4: 21,996 shares; 2026Q1: 20,278 shares 20,278 $2.95M 0.04% -1,718 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 4,017 shares; 2025Q1: 4,048 shares; 2025Q2: 4,017 shares; 2025Q3: 4,017 shares; 2025Q4: 6,132 shares; 2026Q1: 20,521 shares 20,521 $2.92M 0.04% +14,389 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 3,813 shares; 2025Q1: 3,804 shares; 2025Q2: 3,756 shares; 2025Q3: 4,653 shares; 2025Q4: 4,305 shares; 2026Q1: 4,175 shares 4,175 $2.91M 0.04% -130 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,428 shares; 2024Q4: 29,475 shares; 2025Q1: 31,447 shares; 2025Q2: 35,667 shares; 2025Q3: 37,855 shares; 2025Q4: 32,024 shares; 2026Q1: 31,617 shares 31,617 $2.83M 0.04% -407 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,612 shares; 2024Q4: 6,134 shares; 2025Q1: 6,760 shares; 2025Q2: 8,022 shares; 2025Q3: 8,044 shares; 2025Q4: 8,054 shares; 2026Q1: 9,021 shares 9,021 $2.83M 0.04% +967 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,268 shares; 2025Q1: 2,199 shares; 2025Q2: 2,296 shares; 2025Q3: 2,446 shares; 2025Q4: 2,529 shares; 2026Q1: 2,490 shares 2,490 $2.72M 0.04% -39 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,324 shares; 2024Q4: 8,806 shares; 2025Q1: 7,676 shares; 2025Q2: 9,452 shares; 2025Q3: 10,012 shares; 2025Q4: 9,794 shares; 2026Q1: 10,198 shares 10,198 $2.71M 0.04% +404 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,939 shares; 2025Q2: 2,437 shares; 2025Q3: 11,637 shares; 2025Q4: 11,830 shares; 2026Q1: 11,749 shares 11,749 $2.71M 0.04% -81 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,758 shares; 2024Q4: 25,394 shares; 2025Q1: 8,676 shares; 2025Q2: 7,666 shares; 2025Q3: 7,801 shares; 2025Q4: 7,939 shares; 2026Q1: 7,804 shares 7,804 $2.68M 0.04% -135 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,611 shares; 2024Q4: 8,945 shares; 2025Q1: 8,726 shares; 2025Q2: 9,430 shares; 2025Q3: 9,419 shares; 2025Q4: 9,180 shares; 2026Q1: 10,025 shares 10,025 $2.67M 0.04% +845 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,701 shares; 2025Q2: 8,914 shares; 2025Q3: 8,760 shares; 2025Q4: 9,430 shares; 2026Q1: 10,670 shares 10,670 $2.67M 0.04% +1,240 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 4,233 shares; 2025Q1: 3,688 shares; 2025Q2: 3,401 shares; 2025Q3: 2,928 shares; 2025Q4: 3,104 shares; 2026Q1: 3,075 shares 3,075 $2.66M 0.04% -29 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,113 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,996 shares 51,996 $2.65M 0.04% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,839 shares; 2025Q1: 31,316 shares; 2025Q2: 17,778 shares; 2025Q3: 16,997 shares; 2025Q4: 19,976 shares; 2026Q1: 21,577 shares 21,577 $2.65M 0.04% +1,601 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,723 shares; 2024Q4: 20,512 shares; 2025Q1: 27,718 shares; 2025Q2: 31,950 shares; 2025Q3: 27,848 shares; 2025Q4: 28,615 shares; 2026Q1: 27,104 shares 27,104 $2.62M 0.04% -1,511 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,332 shares; 2024Q4: 71,921 shares; 2025Q1: 71,440 shares; 2025Q2: 71,799 shares; 2025Q3: 70,047 shares; 2025Q4: 70,549 shares; 2026Q1: 50,964 shares 50,964 $2.57M 0.04% -19,585 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,829 shares; 2024Q4: 189,950 shares; 2025Q1: 113,213 shares; 2025Q2: 114,100 shares; 2025Q3: 114,585 shares; 2025Q4: 55,204 shares; 2026Q1: 54,584 shares 54,584 $2.57M 0.04% -620 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,974 shares; 2025Q2: 68,897 shares; 2025Q3: 68,897 shares; 2025Q4: 65,077 shares; 2026Q1: 65,077 shares 65,077 $2.53M 0.04% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,542 shares; 2024Q4: 30,852 shares; 2025Q1: 33,368 shares; 2025Q2: 33,030 shares; 2025Q3: 34,868 shares; 2025Q4: 38,251 shares; 2026Q1: 34,594 shares 34,594 $2.52M 0.04% -3,657 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,077 shares; 2025Q1: 2,054 shares; 2025Q2: 2,633 shares; 2025Q3: 6,015 shares; 2025Q4: 6,239 shares; 2026Q1: 6,313 shares 6,313 $2.46M 0.03% +74 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,312 shares; 2024Q4: 99,335 shares; 2025Q1: 98,976 shares; 2025Q2: 99,147 shares; 2025Q3: 100,514 shares; 2025Q4: 100,626 shares; 2026Q1: 82,688 shares 82,688 $2.4M 0.03% -17,938 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,405 shares; 2024Q4: 16,564 shares; 2025Q1: 16,011 shares; 2025Q2: 20,674 shares; 2025Q3: 24,364 shares; 2025Q4: 26,962 shares; 2026Q1: 28,058 shares 28,058 $2.39M 0.03% +1,096 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,270 shares; 2025Q3: 47,173 shares; 2025Q4: 50,147 shares; 2026Q1: 52,516 shares 52,516 $2.39M 0.03% +2,369 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,802 shares; 2024Q4: 84,401 shares; 2025Q1: 79,528 shares; 2025Q2: 92,038 shares; 2025Q3: 100,682 shares; 2025Q4: 85,629 shares; 2026Q1: 83,020 shares 83,020 $2.38M 0.03% -2,609 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,168 shares; 2024Q4: 18,194 shares; 2025Q1: 18,209 shares; 2025Q2: 7,339 shares; 2025Q3: 18,234 shares; 2025Q4: 18,254 shares; 2026Q1: 18,270 shares 18,270 $2.34M 0.03% +16 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: 10,027 shares; 2025Q1: 14,172 shares; 2025Q2: 17,519 shares; 2025Q3: 17,895 shares; 2025Q4: 19,433 shares; 2026Q1: 16,808 shares 16,808 $2.34M 0.03% -2,625 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,503 shares; 2024Q4: 10,399 shares; 2025Q1: 10,982 shares; 2025Q2: 14,850 shares; 2025Q3: 19,559 shares; 2025Q4: 19,561 shares; 2026Q1: 17,788 shares 17,788 $2.33M 0.03% -1,773 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 3,498 shares; 2025Q1: 4,583 shares; 2025Q2: 5,826 shares; 2025Q3: 7,320 shares; 2025Q4: 7,016 shares; 2026Q1: 7,238 shares 7,238 $2.3M 0.03% +222 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,093 shares; 2024Q4: 39,884 shares; 2025Q1: 41,147 shares; 2025Q2: 47,668 shares; 2025Q3: 53,525 shares; 2025Q4: 44,492 shares; 2026Q1: 39,710 shares 39,710 $2.29M 0.03% -4,782 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,196 shares; 2024Q4: 35,613 shares; 2025Q1: 32,635 shares; 2025Q2: 31,745 shares; 2025Q3: 31,925 shares; 2025Q4: 30,023 shares; 2026Q1: 27,898 shares 27,898 $2.29M 0.03% -2,125 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,442 shares; 2024Q4: 23,896 shares; 2025Q1: 46,577 shares; 2025Q2: 19,931 shares; 2025Q3: 19,584 shares; 2025Q4: 37,520 shares; 2026Q1: 36,754 shares 36,754 $2.25M 0.03% -766 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,851 shares; 2024Q4: 26,415 shares; 2025Q1: 26,997 shares; 2025Q2: 12,750 shares; 2025Q3: 11,262 shares; 2025Q4: 9,785 shares; 2026Q1: 8,910 shares 8,910 $2.17M 0.03% -875 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,730 shares; 2024Q4: 33,712 shares; 2025Q1: 30,191 shares; 2025Q2: 30,180 shares; 2025Q3: 29,747 shares; 2025Q4: 28,567 shares; 2026Q1: 27,579 shares 27,579 $2.16M 0.03% -988 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,786 shares; 2025Q4: 55,302 shares; 2026Q1: 56,132 shares 56,132 $2.16M 0.03% +830 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,569 shares; 2025Q1: 11,371 shares; 2025Q2: 11,771 shares; 2025Q3: 6,775 shares; 2025Q4: 7,116 shares; 2026Q1: 7,119 shares 7,119 $2.15M 0.03% +3 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,350 shares; 2025Q1: 4,467 shares; 2025Q2: 5,215 shares; 2025Q3: 45,777 shares; 2025Q4: 53,159 shares; 2026Q1: 52,851 shares 52,851 $2.14M 0.03% -308 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 4,247 shares; 2025Q1: 5,834 shares; 2025Q2: 9,060 shares; 2025Q3: 11,364 shares; 2025Q4: 8,238 shares; 2026Q1: 11,659 shares 11,659 $2.12M 0.03% +3,421 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,371 shares; 2024Q4: 37,781 shares; 2025Q1: 37,338 shares; 2025Q2: 44,286 shares; 2025Q3: 44,849 shares; 2025Q4: 45,124 shares; 2026Q1: 46,120 shares 46,120 $2.1M 0.03% +996 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,331 shares; 2025Q2: 7,312 shares; 2025Q3: 7,437 shares; 2025Q4: 7,903 shares; 2026Q1: 36,477 shares 36,477 $2.09M 0.03% +28,574 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,237 shares; 2024Q4: 1,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,222 shares; 2025Q4: 16,031 shares; 2026Q1: 17,136 shares 17,136 $2.02M 0.03% +1,105 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,640 shares; 2024Q4: 14,528 shares; 2025Q1: 14,790 shares; 2025Q2: 14,629 shares; 2025Q3: 14,723 shares; 2025Q4: 14,888 shares; 2026Q1: 13,389 shares 13,389 $2.01M 0.03% -1,499 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,953 shares 19,953 $2.01M 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 7,790 shares; 2025Q1: 7,680 shares; 2025Q2: 8,439 shares; 2025Q3: 8,687 shares; 2025Q4: 12,142 shares; 2026Q1: 12,171 shares 12,171 $2M 0.03% +29 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,397 shares; 2024Q4: 18,389 shares; 2025Q1: 27,344 shares; 2025Q2: 33,948 shares; 2025Q3: 44,781 shares; 2025Q4: 34,443 shares; 2026Q1: 30,183 shares 30,183 $1.99M 0.03% -4,260 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,921 shares; 2025Q3: 3,638 shares; 2025Q4: 5,321 shares; 2026Q1: 7,358 shares 7,358 $1.99M 0.03% +2,037 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,947 shares; 2024Q4: 9,968 shares; 2025Q1: 10,404 shares; 2025Q2: 16,007 shares; 2025Q3: 17,410 shares; 2025Q4: 18,583 shares; 2026Q1: 17,499 shares 17,499 $1.98M 0.03% -1,084 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 7,662 shares; 2025Q1: 8,032 shares; 2025Q2: 8,762 shares; 2025Q3: 5,401 shares; 2025Q4: 4,815 shares; 2026Q1: 4,554 shares 4,554 $1.98M 0.03% -261 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 2,024 shares; 2025Q1: 2,838 shares; 2025Q2: 3,633 shares; 2025Q3: 3,699 shares; 2025Q4: 3,614 shares; 2026Q1: 4,430 shares 4,430 $1.97M 0.03% +816 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,590 shares; 2025Q1: 1,888 shares; 2025Q2: 2,359 shares; 2025Q3: 6,528 shares; 2025Q4: 7,231 shares; 2026Q1: 6,232 shares 6,232 $1.96M 0.03% -999 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 4,004 shares; 2025Q1: 4,738 shares; 2025Q2: 5,865 shares; 2025Q3: 7,354 shares; 2025Q4: 7,195 shares; 2026Q1: 7,472 shares 7,472 $1.96M 0.03% +277 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,205 shares; 2024Q4: 15,336 shares; 2025Q1: 16,776 shares; 2025Q2: 17,497 shares; 2025Q3: 14,635 shares; 2025Q4: 13,681 shares; 2026Q1: 13,303 shares 13,303 $1.95M 0.03% -378 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,674 shares; 2025Q4: 4,279 shares; 2026Q1: 4,912 shares 4,912 $1.93M 0.03% +633 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,077 shares; 2025Q1: 8,276 shares; 2025Q2: 7,790 shares; 2025Q3: 9,881 shares; 2025Q4: 9,184 shares; 2026Q1: 11,001 shares 11,001 $1.91M 0.03% +1,817 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,222 shares; 2024Q4: 25,933 shares; 2025Q1: 23,935 shares; 2025Q2: 24,390 shares; 2025Q3: 29,581 shares; 2025Q4: 30,029 shares; 2026Q1: 26,430 shares 26,430 $1.9M 0.03% -3,599 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,257 shares; 2024Q4: 37,342 shares; 2025Q1: 35,238 shares; 2025Q2: 35,248 shares; 2025Q3: 35,669 shares; 2025Q4: 34,778 shares; 2026Q1: 34,768 shares 34,768 $1.85M 0.03% -10 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,274 shares; 2024Q4: 16,724 shares; 2025Q1: 17,643 shares; 2025Q2: 18,254 shares; 2025Q3: 20,839 shares; 2025Q4: 21,714 shares; 2026Q1: 22,080 shares 22,080 $1.85M 0.03% +366 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,626 shares; 2024Q4: 44,599 shares; 2025Q1: 44,023 shares; 2025Q2: 43,510 shares; 2025Q3: 43,561 shares; 2025Q4: 45,058 shares; 2026Q1: 43,399 shares 43,399 $1.84M 0.03% -1,659 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,624 shares; 2025Q1: 3,516 shares; 2025Q2: 3,801 shares; 2025Q3: 4,773 shares; 2025Q4: 3,940 shares; 2026Q1: 4,222 shares 4,222 $1.84M 0.03% +282 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,431 shares; 2024Q4: 29,220 shares; 2025Q1: 29,481 shares; 2025Q2: 29,429 shares; 2025Q3: 30,146 shares; 2025Q4: 29,558 shares; 2026Q1: 30,911 shares 30,911 $1.82M 0.03% +1,353 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,772 shares; 2024Q4: 20,409 shares; 2025Q1: 18,917 shares; 2025Q2: 21,094 shares; 2025Q3: 20,393 shares; 2025Q4: 42,110 shares; 2026Q1: 39,386 shares 39,386 $1.81M 0.03% -2,724 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,472 shares; 2025Q4: 16,241 shares; 2026Q1: 16,261 shares 16,261 $1.81M 0.03% +20 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,545 shares; 2024Q4: 12,227 shares; 2025Q1: 12,334 shares; 2025Q2: 14,024 shares; 2025Q3: 15,314 shares; 2025Q4: 17,071 shares; 2026Q1: 21,973 shares 21,973 $1.8M 0.02% +4,902 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 5,819 shares; 2025Q1: 5,724 shares; 2025Q2: 8,690 shares; 2025Q3: 12,899 shares; 2025Q4: 9,846 shares; 2026Q1: 12,351 shares 12,351 $1.79M 0.02% +2,505 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,888 shares 15,888 $1.76M 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 1,324 shares; 2025Q1: 1,345 shares; 2025Q2: 3,131 shares; 2025Q3: 3,469 shares; 2025Q4: 3,948 shares; 2026Q1: 4,919 shares 4,919 $1.76M 0.02% +971 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,964 shares; 2025Q4: 29,429 shares; 2026Q1: 31,562 shares 31,562 $1.71M 0.02% +2,133 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,822 shares 25,822 $1.67M 0.02% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,114 shares; 2025Q1: 2,219 shares; 2025Q2: 2,823 shares; 2025Q3: 2,848 shares; 2025Q4: 3,061 shares; 2026Q1: 3,096 shares 3,096 $1.62M 0.02% +35 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,656 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,172 shares; 2025Q3: 10,302 shares; 2025Q4: 23,580 shares; 2026Q1: 28,266 shares 28,266 $1.61M 0.02% +4,686 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,614 shares; 2025Q3: 67,365 shares; 2025Q4: 67,365 shares; 2026Q1: 67,365 shares 67,365 $1.61M 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,030 shares; 2024Q4: 7,087 shares; 2025Q1: 7,098 shares; 2025Q2: 7,499 shares; 2025Q3: 15,583 shares; 2025Q4: 15,646 shares; 2026Q1: 20,849 shares 20,849 $1.61M 0.02% +5,203 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,808 shares; 2025Q3: 33,649 shares; 2025Q4: 33,085 shares; 2026Q1: 31,892 shares 31,892 $1.61M 0.02% -1,193 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,400 shares; 2024Q4: 31,200 shares; 2025Q1: 31,200 shares; 2025Q2: 31,200 shares; 2025Q3: 31,200 shares; 2025Q4: 30,200 shares; 2026Q1: 30,200 shares 30,200 $1.6M 0.02% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,370 shares; 2025Q3: 17,362 shares; 2025Q4: 17,813 shares; 2026Q1: 16,670 shares 16,670 $1.6M 0.02% -1,143 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 18,574 shares; 2025Q1: 22,981 shares; 2025Q2: 22,564 shares; 2025Q3: 23,631 shares; 2025Q4: 28,384 shares; 2026Q1: 33,607 shares 33,607 $1.6M 0.02% +5,223 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,276 shares; 2024Q4: 42,298 shares; 2025Q1: 43,060 shares; 2025Q2: 41,475 shares; 2025Q3: 48,298 shares; 2025Q4: 42,932 shares; 2026Q1: 29,825 shares 29,825 $1.59M 0.02% -13,107 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,206 shares; 2024Q4: 22,363 shares; 2025Q1: 62,642 shares; 2025Q2: 78,270 shares; 2025Q3: 39,751 shares; 2025Q4: 23,299 shares; 2026Q1: 27,940 shares 27,940 $1.58M 0.02% +4,641 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,394 shares; 2024Q4: 23,999 shares; 2025Q1: 24,648 shares; 2025Q2: 20,926 shares; 2025Q3: 28,493 shares; 2025Q4: 29,078 shares; 2026Q1: 24,999 shares 24,999 $1.57M 0.02% -4,079 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,384 shares; 2024Q4: 9,328 shares; 2025Q1: 9,173 shares; 2025Q2: 9,274 shares; 2025Q3: 9,196 shares; 2025Q4: 7,990 shares; 2026Q1: 7,990 shares 7,990 $1.57M 0.02% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,139 shares; 2024Q4: 12,062 shares; 2025Q1: 11,788 shares; 2025Q2: 8,957 shares; 2025Q3: 9,001 shares; 2025Q4: 9,255 shares; 2026Q1: 8,986 shares 8,986 $1.55M 0.02% -269 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,618 shares; 2025Q3: 6,335 shares; 2025Q4: 7,512 shares; 2026Q1: 7,518 shares 7,518 $1.53M 0.02% +6 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 335 shares; 2025Q1: 174 shares; 2025Q2: 429 shares; 2025Q3: 511 shares; 2025Q4: 465 shares; 2026Q1: 453 shares 453 $1.53M 0.02% -12 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,263 shares; 2025Q3: 26,875 shares; 2025Q4: 26,875 shares; 2026Q1: 26,875 shares 26,875 $1.52M 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,465 shares; 2024Q4: 10,675 shares; 2025Q1: 10,437 shares; 2025Q2: 11,366 shares; 2025Q3: 11,975 shares; 2025Q4: 11,790 shares; 2026Q1: 9,764 shares 9,764 $1.52M 0.02% -2,026 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,024 shares; 2024Q4: 5,820 shares; 2025Q1: 4,496 shares; 2025Q2: 7,309 shares; 2025Q3: 8,297 shares; 2025Q4: 9,738 shares; 2026Q1: 9,365 shares 9,365 $1.51M 0.02% -373 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,999 shares; 2024Q4: 62,716 shares; 2025Q1: 47,484 shares; 2025Q2: 56,247 shares; 2025Q3: 36,806 shares; 2025Q4: 40,674 shares; 2026Q1: 31,991 shares 31,991 $1.5M 0.02% -8,683 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,455 shares; 2024Q4: 20,747 shares; 2025Q1: 21,145 shares; 2025Q2: 34,140 shares; 2025Q3: 29,581 shares; 2025Q4: 29,542 shares; 2026Q1: 29,544 shares 29,544 $1.5M 0.02% +2 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,766 shares; 2024Q4: 21,312 shares; 2025Q1: 18,849 shares; 2025Q2: 18,946 shares; 2025Q3: 17,216 shares; 2025Q4: 16,468 shares; 2026Q1: 12,446 shares 12,446 $1.47M 0.02% -4,022 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4,636 shares; 2025Q1: 4,658 shares; 2025Q2: 6,325 shares; 2025Q3: 5,507 shares; 2025Q4: 5,674 shares; 2026Q1: 5,383 shares 5,383 $1.47M 0.02% -291 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,405 shares; 2024Q4: 2,601 shares; 2025Q1: 2,728 shares; 2025Q2: 3,492 shares; 2025Q3: 3,598 shares; 2025Q4: 3,663 shares; 2026Q1: 3,498 shares 3,498 $1.46M 0.02% -165 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,372 shares; 2024Q4: 13,387 shares; 2025Q1: 13,383 shares; 2025Q2: 13,401 shares; 2025Q3: 13,416 shares; 2025Q4: 13,432 shares; 2026Q1: 13,440 shares 13,440 $1.45M 0.02% +8 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,842 shares; 2024Q4: 13,733 shares; 2025Q1: 14,284 shares; 2025Q2: 18,258 shares; 2025Q3: 17,051 shares; 2025Q4: 15,085 shares; 2026Q1: 14,401 shares 14,401 $1.43M 0.02% -684 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 3,150 shares; 2025Q1: 4,386 shares; 2025Q2: 5,412 shares; 2025Q3: 5,927 shares; 2025Q4: 8,444 shares; 2026Q1: 10,817 shares 10,817 $1.42M 0.02% +2,373 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,173 shares; 2024Q4: 5,668 shares; 2025Q1: 5,286 shares; 2025Q2: 4,883 shares; 2025Q3: 5,671 shares; 2025Q4: 5,514 shares; 2026Q1: 4,393 shares 4,393 $1.41M 0.02% -1,121 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: 514 shares; 2026Q1: 1,021 shares 1,021 $1.41M 0.02% +507 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 6,947 shares; 2025Q1: 7,156 shares; 2025Q2: 9,508 shares; 2025Q3: 11,857 shares; 2025Q4: 12,354 shares; 2026Q1: 10,723 shares 10,723 $1.41M 0.02% -1,631 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 5,241 shares; 2025Q1: 5,577 shares; 2025Q2: 5,861 shares; 2025Q3: 5,893 shares; 2025Q4: 5,510 shares; 2026Q1: 4,836 shares 4,836 $1.39M 0.02% -674 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,666 shares; 2026Q1: 11,434 shares 11,434 $1.39M 0.02% +768 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,660 shares; 2025Q1: 20,296 shares; 2025Q2: 22,951 shares; 2025Q3: 23,163 shares; 2025Q4: 23,079 shares; 2026Q1: 23,390 shares 23,390 $1.39M 0.02% +311 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,006 shares; 2024Q4: 8,652 shares; 2025Q1: 10,953 shares; 2025Q2: 11,337 shares; 2025Q3: 14,281 shares; 2025Q4: 15,405 shares; 2026Q1: 10,017 shares 10,017 $1.37M 0.02% -5,388 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,749 shares; 2024Q4: 12,606 shares; 2025Q1: 12,420 shares; 2025Q2: 13,207 shares; 2025Q3: 13,041 shares; 2025Q4: 13,041 shares; 2026Q1: 12,216 shares 12,216 $1.36M 0.02% -825 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,603 shares; 2025Q3: 72,628 shares; 2025Q4: 68,963 shares; 2026Q1: 61,786 shares 61,786 $1.36M 0.02% -7,177 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,474 shares; 2024Q4: 27,474 shares; 2025Q1: 27,474 shares; 2025Q2: 27,474 shares; 2025Q3: 27,299 shares; 2025Q4: 27,299 shares; 2026Q1: 27,299 shares 27,299 $1.35M 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,294 shares; 2024Q4: 21,934 shares; 2025Q1: 22,609 shares; 2025Q2: 22,716 shares; 2025Q3: 17,292 shares; 2025Q4: 13,185 shares; 2026Q1: 12,576 shares 12,576 $1.34M 0.02% -609 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 8,384 shares; 2025Q1: 9,984 shares; 2025Q2: 10,629 shares; 2025Q3: 12,140 shares; 2025Q4: 11,202 shares; 2026Q1: 11,601 shares 11,601 $1.34M 0.02% +399 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,997 shares; 2024Q4: 16,551 shares; 2025Q1: 17,511 shares; 2025Q2: 26,066 shares; 2025Q3: 34,402 shares; 2025Q4: 34,345 shares; 2026Q1: 32,334 shares 32,334 $1.33M 0.02% -2,011 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,866 shares; 2024Q4: 16,190 shares; 2025Q1: 16,522 shares; 2025Q2: 18,547 shares; 2025Q3: 18,682 shares; 2025Q4: 18,471 shares; 2026Q1: 18,253 shares 18,253 $1.33M 0.02% -218 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,196 shares; 2024Q4: 14,370 shares; 2025Q1: 14,353 shares; 2025Q2: 15,278 shares; 2025Q3: 15,180 shares; 2025Q4: 14,602 shares; 2026Q1: 14,386 shares 14,386 $1.31M 0.02% -216 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,716 shares; 2025Q1: 3,798 shares; 2025Q2: 4,934 shares; 2025Q3: 5,957 shares; 2025Q4: 5,067 shares; 2026Q1: 5,283 shares 5,283 $1.31M 0.02% +216 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,287 shares; 2025Q4: 61,287 shares; 2026Q1: 61,461 shares 61,461 $1.3M 0.02% +174 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,263 shares; 2024Q4: 63,267 shares; 2025Q1: 3,197 shares; 2025Q2: not reported; 2025Q3: 12,753 shares; 2025Q4: 13,498 shares; 2026Q1: 14,818 shares 14,818 $1.3M 0.02% +1,320 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,697 shares; 2025Q4: 6,676 shares; 2026Q1: 6,574 shares 6,574 $1.28M 0.02% -102 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,556 shares; 2024Q4: 39,502 shares; 2025Q1: 39,519 shares; 2025Q2: 20,774 shares; 2025Q3: 24,809 shares; 2025Q4: 22,052 shares; 2026Q1: 18,252 shares 18,252 $1.28M 0.02% -3,800 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,572 shares; 2026Q1: 2,018 shares 2,018 $1.28M 0.02% +446 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,585 shares; 2025Q1: 2,729 shares; 2025Q2: 3,451 shares; 2025Q3: 3,895 shares; 2025Q4: 4,651 shares; 2026Q1: 5,871 shares 5,871 $1.27M 0.02% +1,220 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,779 shares; 2024Q4: 35,096 shares; 2025Q1: 31,626 shares; 2025Q2: 35,095 shares; 2025Q3: 34,690 shares; 2025Q4: 36,081 shares; 2026Q1: 32,593 shares 32,593 $1.27M 0.02% -3,488 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,403 shares; 2025Q4: 11,514 shares; 2026Q1: 15,033 shares 15,033 $1.26M 0.02% +3,519 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 1,244 shares; 2026Q1: 1,188 shares 1,188 $1.26M 0.02% -56 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,432 shares; 2025Q4: 1,471 shares; 2026Q1: 1,470 shares 1,470 $1.25M 0.02% -1 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 2,431 shares; 2025Q1: 2,625 shares; 2025Q2: 3,064 shares; 2025Q3: 3,363 shares; 2025Q4: 3,465 shares; 2026Q1: 4,215 shares 4,215 $1.24M 0.02% +750 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 6,335 shares; 2025Q1: 16,713 shares; 2025Q2: 15,958 shares; 2025Q3: 15,958 shares; 2025Q4: 15,194 shares; 2026Q1: 16,647 shares 16,647 $1.24M 0.02% +1,453 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 6,216 shares; 2025Q1: 6,139 shares; 2025Q2: 5,904 shares; 2025Q3: 7,222 shares; 2025Q4: 12,012 shares; 2026Q1: 11,255 shares 11,255 $1.23M 0.02% -757 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,548 shares; 2025Q1: 5,186 shares; 2025Q2: 6,698 shares; 2025Q3: 8,617 shares; 2025Q4: 9,181 shares; 2026Q1: 11,037 shares 11,037 $1.21M 0.02% +1,856 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,039 shares; 2024Q4: 8,970 shares; 2025Q1: 10,485 shares; 2025Q2: 14,160 shares; 2025Q3: 16,090 shares; 2025Q4: 16,520 shares; 2026Q1: 19,137 shares 19,137 $1.2M 0.02% +2,617 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 11,010 shares; 2025Q1: 5,861 shares; 2025Q2: 6,467 shares; 2025Q3: 9,526 shares; 2025Q4: 9,673 shares; 2026Q1: 9,405 shares 9,405 $1.19M 0.02% -268 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,026 shares; 2025Q4: 23,744 shares; 2026Q1: 22,911 shares 22,911 $1.19M 0.02% -833 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,111 shares; 2024Q4: 16,876 shares; 2025Q1: 17,745 shares; 2025Q2: 17,990 shares; 2025Q3: 20,496 shares; 2025Q4: 21,105 shares; 2026Q1: 20,979 shares 20,979 $1.18M 0.02% -126 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,071 shares; 2024Q4: 17,150 shares; 2025Q1: 12,202 shares; 2025Q2: 14,438 shares; 2025Q3: 17,271 shares; 2025Q4: 17,426 shares; 2026Q1: 28,362 shares 28,362 $1.18M 0.02% +10,936 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,244 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,341 shares; 2025Q4: 2,569 shares; 2026Q1: 3,972 shares 3,972 $1.18M 0.02% +1,403 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,870 shares; 2024Q4: 9,616 shares; 2025Q1: 9,419 shares; 2025Q2: 9,642 shares; 2025Q3: 12,083 shares; 2025Q4: 29,633 shares; 2026Q1: 25,530 shares 25,530 $1.17M 0.02% -4,103 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,309 shares; 2024Q4: 20,349 shares; 2025Q1: 20,380 shares; 2025Q2: 20,415 shares; 2025Q3: 20,293 shares; 2025Q4: 18,935 shares; 2026Q1: 18,966 shares 18,966 $1.17M 0.02% +31 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 6,707 shares; 2025Q1: 6,732 shares; 2025Q2: 6,754 shares; 2025Q3: 8,144 shares; 2025Q4: 9,256 shares; 2026Q1: 9,655 shares 9,655 $1.17M 0.02% +399 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,091 shares; 2024Q4: 15,399 shares; 2025Q1: 15,798 shares; 2025Q2: 28,252 shares; 2025Q3: 27,324 shares; 2025Q4: 30,727 shares; 2026Q1: 30,363 shares 30,363 $1.15M 0.02% -364 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,283 shares; 2025Q1: 78,246 shares; 2025Q2: 79,327 shares; 2025Q3: 78,410 shares; 2025Q4: 78,360 shares; 2026Q1: 79,586 shares 79,586 $1.15M 0.02% +1,226 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,799 shares; 2025Q1: 6,377 shares; 2025Q2: 6,377 shares; 2025Q3: 6,347 shares; 2025Q4: 6,404 shares; 2026Q1: 6,352 shares 6,352 $1.14M 0.02% -52 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,531 shares; 2024Q4: 10,414 shares; 2025Q1: 9,331 shares; 2025Q2: 9,349 shares; 2025Q3: 8,828 shares; 2025Q4: 8,301 shares; 2026Q1: 8,250 shares 8,250 $1.14M 0.02% -51 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,646 shares; 2024Q4: 16,091 shares; 2025Q1: 12,713 shares; 2025Q2: 12,421 shares; 2025Q3: 11,454 shares; 2025Q4: 23,660 shares; 2026Q1: 22,647 shares 22,647 $1.13M 0.02% -1,013 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,619 shares; 2024Q4: 18,437 shares; 2025Q1: 19,144 shares; 2025Q2: 24,631 shares; 2025Q3: 26,171 shares; 2025Q4: 16,178 shares; 2026Q1: 15,843 shares 15,843 $1.12M 0.02% -335 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,058 shares; 2025Q2: 3,867 shares; 2025Q3: 3,867 shares; 2025Q4: 3,018 shares; 2026Q1: 3,018 shares 3,018 $1.11M 0.02% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,523 shares; 2024Q4: 3,138 shares; 2025Q1: 2,974 shares; 2025Q2: 6,160 shares; 2025Q3: 11,204 shares; 2025Q4: 11,220 shares; 2026Q1: 12,965 shares 12,965 $1.09M 0.02% +1,745 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,934 shares; 2024Q4: 8,928 shares; 2025Q1: 13,827 shares; 2025Q2: 12,089 shares; 2025Q3: 11,315 shares; 2025Q4: 13,653 shares; 2026Q1: 12,418 shares 12,418 $1.09M 0.02% -1,235 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,972 shares; 2025Q1: 11,060 shares; 2025Q2: 21,435 shares; 2025Q3: 24,508 shares; 2025Q4: 24,306 shares; 2026Q1: 21,899 shares 21,899 $1.07M 0.01% -2,407 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,419 shares; 2024Q4: 22,186 shares; 2025Q1: 22,152 shares; 2025Q2: 21,450 shares; 2025Q3: 21,069 shares; 2025Q4: 21,063 shares; 2026Q1: 21,071 shares 21,071 $1.06M 0.01% +8 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,767 shares; 2026Q1: 60,215 shares 60,215 $1.06M 0.01% +42,448 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,451 shares; 2025Q1: 20,552 shares; 2025Q2: 27,380 shares; 2025Q3: 28,493 shares; 2025Q4: 17,475 shares; 2026Q1: 14,035 shares 14,035 $1.06M 0.01% -3,440 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,307 shares; 2024Q4: 15,302 shares; 2025Q1: 15,252 shares; 2025Q2: 29,451 shares; 2025Q3: 32,431 shares; 2025Q4: 48,612 shares; 2026Q1: 46,033 shares 46,033 $1.05M 0.01% -2,579 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,187 shares; 2024Q4: 8,452 shares; 2025Q1: 8,614 shares; 2025Q2: 8,500 shares; 2025Q3: 8,527 shares; 2025Q4: 7,938 shares; 2026Q1: 7,957 shares 7,957 $1.05M 0.01% +19 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,196 shares; 2025Q3: 16,078 shares; 2025Q4: 15,734 shares; 2026Q1: 16,198 shares 16,198 $1.04M 0.01% +464 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 2,975 shares; 2025Q1: 1,521 shares; 2025Q2: 3,569 shares; 2025Q3: 4,104 shares; 2025Q4: 3,857 shares; 2026Q1: 3,580 shares 3,580 $1.04M 0.01% -277 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,934 shares; 2025Q1: 3,381 shares; 2025Q2: 11,832 shares; 2025Q3: 13,076 shares; 2025Q4: 14,151 shares; 2026Q1: 12,841 shares 12,841 $1.04M 0.01% -1,310 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,984 shares; 2025Q3: 5,583 shares; 2025Q4: 8,728 shares; 2026Q1: 14,998 shares 14,998 $1.04M 0.01% +6,270 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 5,813 shares; 2025Q1: 15,073 shares; 2025Q2: 15,057 shares; 2025Q3: 14,602 shares; 2025Q4: 14,602 shares; 2026Q1: 14,602 shares 14,602 $1.02M 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,055 shares; 2024Q4: 7,055 shares; 2025Q1: 12,098 shares; 2025Q2: 12,498 shares; 2025Q3: 11,376 shares; 2025Q4: 11,410 shares; 2026Q1: 11,145 shares 11,145 $1.02M 0.01% -265 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500 $1.02M 0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 5,307 shares; 2025Q1: 5,342 shares; 2025Q2: 5,342 shares; 2025Q3: 5,385 shares; 2025Q4: 5,600 shares; 2026Q1: 5,469 shares 5,469 $1.01M 0.01% -131 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,268 shares; 2025Q3: 7,974 shares; 2025Q4: 24,122 shares; 2026Q1: 24,137 shares 24,137 $1.01M 0.01% +15 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,508 shares; 2024Q4: 5,484 shares; 2025Q1: 6,191 shares; 2025Q2: 8,971 shares; 2025Q3: 9,587 shares; 2025Q4: 8,380 shares; 2026Q1: 10,760 shares 10,760 $1M 0.01% +2,380 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,306 shares; 2024Q4: 56,955 shares; 2025Q1: 69,630 shares; 2025Q2: 74,862 shares; 2025Q3: 69,269 shares; 2025Q4: 30,358 shares; 2026Q1: 32,950 shares 32,950 $999K 0.01% +2,592 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,624 shares; 2024Q4: 15,719 shares; 2025Q1: 15,278 shares; 2025Q2: 10,933 shares; 2025Q3: 10,169 shares; 2025Q4: 9,647 shares; 2026Q1: 10,136 shares 10,136 $997K 0.01% +489 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 2,889 shares; 2025Q1: 2,385 shares; 2025Q2: 3,053 shares; 2025Q3: 3,584 shares; 2025Q4: 3,568 shares; 2026Q1: 4,730 shares 4,730 $989K 0.01% +1,162 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 8,058 shares; 2025Q1: 6,188 shares; 2025Q2: 3,503 shares; 2025Q3: 3,962 shares; 2025Q4: 4,133 shares; 2026Q1: 3,549 shares 3,549 $986K 0.01% -584 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,068 shares; 2025Q1: 1,077 shares; 2025Q2: 1,243 shares; 2025Q3: 4,300 shares; 2025Q4: 3,838 shares; 2026Q1: 3,475 shares 3,475 $986K 0.01% -363 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 374 shares; 2025Q1: 681 shares; 2025Q2: 931 shares; 2025Q3: 994 shares; 2025Q4: 1,024 shares; 2026Q1: 900 shares 900 $984K 0.01% -124 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 704 shares; 2025Q4: 2,127 shares; 2026Q1: 2,058 shares 2,058 $977K 0.01% -69 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,261 shares; 2025Q2: 5,185 shares; 2025Q3: 5,395 shares; 2025Q4: 5,267 shares; 2026Q1: 5,267 shares 5,267 $974K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 914 shares; 2025Q1: 1,050 shares; 2025Q2: 1,608 shares; 2025Q3: 2,274 shares; 2025Q4: 2,241 shares; 2026Q1: 1,729 shares 1,729 $972K 0.01% -512 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,094 shares; 2024Q4: 6,028 shares; 2025Q1: 5,923 shares; 2025Q2: 8,261 shares; 2025Q3: 24,642 shares; 2025Q4: 26,487 shares; 2026Q1: 13,002 shares 13,002 $969K 0.01% -13,485 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,396 shares; 2024Q4: 5,866 shares; 2025Q1: 5,870 shares; 2025Q2: 6,287 shares; 2025Q3: 5,331 shares; 2025Q4: 5,367 shares; 2026Q1: 5,084 shares 5,084 $964K 0.01% -283 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 3,846 shares; 2025Q1: 3,957 shares; 2025Q2: 6,154 shares; 2025Q3: 7,521 shares; 2025Q4: 7,722 shares; 2026Q1: 7,372 shares 7,372 $942K 0.01% -350 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,321 shares; 2025Q4: 12,618 shares; 2026Q1: 12,081 shares 12,081 $936K 0.01% -537 Timeline BOAT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,000 shares; 2025Q2: 36,467 shares; 2025Q3: 36,700 shares; 2025Q4: 36,847 shares; 2026Q1: 23,067 shares 23,067 $936K 0.01% -13,780 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,196 shares; 2024Q4: 10,066 shares; 2025Q1: 8,496 shares; 2025Q2: 8,497 shares; 2025Q3: 8,221 shares; 2025Q4: 8,134 shares; 2026Q1: 7,718 shares 7,718 $935K 0.01% -416 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,735 shares; 2025Q2: 51,735 shares; 2025Q3: 22,097 shares; 2025Q4: 18,522 shares; 2026Q1: 18,704 shares 18,704 $928K 0.01% +182 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,853 shares; 2026Q1: 12,551 shares 12,551 $919K 0.01% +7,698 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,024 shares; 2025Q2: 7,011 shares; 2025Q3: 7,011 shares; 2025Q4: 9,521 shares; 2026Q1: 13,475 shares 13,475 $918K 0.01% +3,954 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,890 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,890 shares; 2025Q4: 261,890 shares; 2026Q1: 261,890 shares 261,890 $914K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,390 shares; 2025Q1: 3,493 shares; 2025Q2: 4,249 shares; 2025Q3: 4,551 shares; 2025Q4: 4,256 shares; 2026Q1: 4,161 shares 4,161 $904K 0.01% -95 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,358 shares; 2024Q4: 66,138 shares; 2025Q1: 63,902 shares; 2025Q2: 67,053 shares; 2025Q3: 70,071 shares; 2025Q4: 69,817 shares; 2026Q1: 62,812 shares 62,812 $903K 0.01% -7,005 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,120 shares; 2025Q1: 3,005 shares; 2025Q2: 5,954 shares; 2025Q3: 7,211 shares; 2025Q4: 7,760 shares; 2026Q1: 9,797 shares 9,797 $903K 0.01% +2,037 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,838 shares; 2025Q4: 1,849 shares; 2026Q1: 2,295 shares 2,295 $891K 0.01% +446 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 3,901 shares; 2025Q1: 4,789 shares; 2025Q2: 15,698 shares; 2025Q3: 21,210 shares; 2025Q4: 18,816 shares; 2026Q1: 19,196 shares 19,196 $891K 0.01% +380 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,373 shares; 2024Q4: 7,729 shares; 2025Q1: 7,739 shares; 2025Q2: 7,749 shares; 2025Q3: 8,142 shares; 2025Q4: 8,152 shares; 2026Q1: 7,907 shares 7,907 $888K 0.01% -245 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 239,098 shares; 2025Q4: 162,000 shares; 2026Q1: 178,474 shares 178,474 $885K 0.01% +16,474 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,872 shares; 2024Q4: 7,267 shares; 2025Q1: 7,439 shares; 2025Q2: 7,456 shares; 2025Q3: 7,026 shares; 2025Q4: 7,339 shares; 2026Q1: 8,008 shares 8,008 $874K 0.01% +669 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,152 shares; 2024Q4: 25,030 shares; 2025Q1: 25,059 shares; 2025Q2: 32,687 shares; 2025Q3: 31,265 shares; 2025Q4: 31,279 shares; 2026Q1: 34,074 shares 34,074 $874K 0.01% +2,795 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,636 shares; 2025Q1: 1,484 shares; 2025Q2: 1,442 shares; 2025Q3: 9,941 shares; 2025Q4: 11,048 shares; 2026Q1: 2,163 shares 2,163 $861K 0.01% -8,885 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,733 shares; 2025Q1: 13,527 shares; 2025Q2: 15,211 shares; 2025Q3: 25,094 shares; 2025Q4: 28,540 shares; 2026Q1: 30,814 shares 30,814 $846K 0.01% +2,274 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 1,679 shares; 2025Q1: 1,698 shares; 2025Q2: 1,417 shares; 2025Q3: 3,414 shares; 2025Q4: 3,335 shares; 2026Q1: 2,881 shares 2,881 $843K 0.01% -454 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 6,885 shares; 2025Q1: 6,903 shares; 2025Q2: 6,887 shares; 2025Q3: 7,272 shares; 2025Q4: 7,269 shares; 2026Q1: 7,116 shares 7,116 $843K 0.01% -153 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,404 shares; 2025Q1: 2,405 shares; 2025Q2: 2,406 shares; 2025Q3: 2,407 shares; 2025Q4: 2,793 shares; 2026Q1: 2,794 shares 2,794 $825K 0.01% +1 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,467 shares; 2024Q4: 15,152 shares; 2025Q1: 14,674 shares; 2025Q2: 20,439 shares; 2025Q3: 26,237 shares; 2025Q4: 24,261 shares; 2026Q1: 34,574 shares 34,574 $823K 0.01% +10,313 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 7,443 shares; 2025Q1: 7,533 shares; 2025Q2: 7,624 shares; 2025Q3: 7,956 shares; 2025Q4: 8,045 shares; 2026Q1: 8,129 shares 8,129 $818K 0.01% +84 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 9,426 shares; 2025Q1: 9,446 shares; 2025Q2: 9,446 shares; 2025Q3: 9,446 shares; 2025Q4: 9,679 shares; 2026Q1: 9,658 shares 9,658 $816K 0.01% -21 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,885 shares; 2025Q1: 6,693 shares; 2025Q2: 7,097 shares; 2025Q3: 7,673 shares; 2025Q4: 9,159 shares; 2026Q1: 10,060 shares 10,060 $809K 0.01% +901 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,256 shares; 2024Q4: 17,256 shares; 2025Q1: 17,256 shares; 2025Q2: 17,256 shares; 2025Q3: 17,256 shares; 2025Q4: 17,256 shares; 2026Q1: 17,256 shares 17,256 $807K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,019 shares; 2024Q4: 6,686 shares; 2025Q1: 7,060 shares; 2025Q2: 7,507 shares; 2025Q3: 9,506 shares; 2025Q4: 10,127 shares; 2026Q1: 7,349 shares 7,349 $806K 0.01% -2,778 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,216 shares; 2025Q1: 21,249 shares; 2025Q2: 21,297 shares; 2025Q3: 22,308 shares; 2025Q4: 23,773 shares; 2026Q1: 37,109 shares 37,109 $802K 0.01% +13,336 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,716 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,462 shares; 2026Q1: 16,563 shares 16,563 $802K 0.01% +3,101 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 5,620 shares; 2025Q1: 5,624 shares; 2025Q2: 5,493 shares; 2025Q3: 5,497 shares; 2025Q4: 5,503 shares; 2026Q1: 5,440 shares 5,440 $787K 0.01% -63 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,126 shares; 2024Q4: 162,561 shares; 2025Q1: 162,851 shares; 2025Q2: 32,967 shares; 2025Q3: 23,910 shares; 2025Q4: 13,066 shares; 2026Q1: 15,184 shares 15,184 $785K 0.01% +2,118 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,810 shares; 2025Q1: 4,793 shares; 2025Q2: 5,131 shares; 2025Q3: 4,656 shares; 2025Q4: 4,367 shares; 2026Q1: 4,631 shares 4,631 $783K 0.01% +264 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,097 shares; 2025Q1: 3,114 shares; 2025Q2: 3,169 shares; 2025Q3: 3,311 shares; 2025Q4: 3,474 shares; 2026Q1: 4,453 shares 4,453 $782K 0.01% +979 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,571 shares; 2025Q3: 11,187 shares; 2025Q4: 10,184 shares; 2026Q1: 10,359 shares 10,359 $782K 0.01% +175 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,680 shares; 2024Q4: 10,710 shares; 2025Q1: 10,733 shares; 2025Q2: 10,762 shares; 2025Q3: 10,792 shares; 2025Q4: 10,823 shares; 2026Q1: 10,847 shares 10,847 $772K 0.01% +24 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 6,254 shares; 2025Q1: 6,113 shares; 2025Q2: 6,989 shares; 2025Q3: 7,181 shares; 2025Q4: 7,824 shares; 2026Q1: 10,740 shares 10,740 $768K 0.01% +2,916 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,210 shares; 2025Q1: 40,210 shares; 2025Q2: 40,210 shares; 2025Q3: 40,210 shares; 2025Q4: 40,070 shares; 2026Q1: 40,070 shares 40,070 $766K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,151 shares; 2025Q1: 4,962 shares; 2025Q2: 7,084 shares; 2025Q3: 11,059 shares; 2025Q4: 11,382 shares; 2026Q1: 9,630 shares 9,630 $765K 0.01% -1,752 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,798 shares; 2025Q1: 1,891 shares; 2025Q2: 2,296 shares; 2025Q3: 2,427 shares; 2025Q4: 2,280 shares; 2026Q1: 2,748 shares 2,748 $760K 0.01% +468 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,907 shares; 2025Q3: 6,450 shares; 2025Q4: 6,413 shares; 2026Q1: 6,413 shares 6,413 $760K 0.01% 0 Timeline AIRS AIRSCULPT TECHNOLOGIES INC More: the full row for AIRSCULPT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,166 shares; 2025Q2: 147,900 shares; 2025Q3: 204,700 shares; 2025Q4: 238,900 shares; 2026Q1: 265,861 shares 265,861 $752K 0.01% +26,961 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,242 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 2,219 shares; 2026Q1: 2,404 shares 2,404 $751K 0.01% +185 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,532 shares; 2025Q1: 2,716 shares; 2025Q2: 3,162 shares; 2025Q3: 3,838 shares; 2025Q4: 4,092 shares; 2026Q1: 3,576 shares 3,576 $746K 0.01% -516 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,114 shares; 2025Q1: 7,125 shares; 2025Q2: 7,552 shares; 2025Q3: 10,306 shares; 2025Q4: 10,121 shares; 2026Q1: 10,121 shares 10,121 $745K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,326 shares; 2024Q4: 11,337 shares; 2025Q1: 11,349 shares; 2025Q2: 10,947 shares; 2025Q3: 10,890 shares; 2025Q4: 10,846 shares; 2026Q1: 10,159 shares 10,159 $743K 0.01% -687 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,485 shares; 2025Q1: 3,527 shares; 2025Q2: 4,004 shares; 2025Q3: 4,132 shares; 2025Q4: 4,544 shares; 2026Q1: 3,725 shares 3,725 $737K 0.01% -819 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,588 shares; 2026Q1: 5,413 shares 5,413 $733K 0.01% -175 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,845 shares; 2025Q1: 2,808 shares; 2025Q2: 4,020 shares; 2025Q3: 4,201 shares; 2025Q4: 2,849 shares; 2026Q1: 3,685 shares 3,685 $728K 0.01% +836 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,797 shares; 2025Q4: 13,547 shares; 2026Q1: 13,727 shares 13,727 $724K 0.01% +180 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 472 shares; 2025Q1: not reported; 2025Q2: 484 shares; 2025Q3: 452 shares; 2025Q4: 479 shares; 2026Q1: 980 shares 980 $724K 0.01% +501 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,191 shares; 2025Q2: 27,573 shares; 2025Q3: 27,573 shares; 2025Q4: 27,573 shares; 2026Q1: 32,073 shares 32,073 $721K 0.01% +4,500 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,345 shares; 2024Q4: 6,666 shares; 2025Q1: 9,754 shares; 2025Q2: 7,481 shares; 2025Q3: 7,482 shares; 2025Q4: 10,884 shares; 2026Q1: 10,562 shares 10,562 $721K 0.01% -322 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,878 shares; 2025Q1: 2,982 shares; 2025Q2: 3,057 shares; 2025Q3: 2,972 shares; 2025Q4: 3,426 shares; 2026Q1: 3,445 shares 3,445 $718K 0.01% +19 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,487 shares; 2025Q3: 7,152 shares; 2025Q4: not reported; 2026Q1: 11,041 shares 11,041 $718K 0.01% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 3,062 shares; 2025Q3: 2,962 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares 3,260 $713K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 7,485 shares; 2025Q1: 7,455 shares; 2025Q2: 7,455 shares; 2025Q3: 12,864 shares; 2025Q4: 12,118 shares; 2026Q1: 15,736 shares 15,736 $713K 0.01% +3,618 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,614 shares; 2025Q3: 3,186 shares; 2025Q4: 3,904 shares; 2026Q1: 7,716 shares 7,716 $710K 0.01% +3,812 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,123 shares; 2024Q4: 10,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,259 shares; 2025Q4: 59,531 shares; 2026Q1: 47,158 shares 47,158 $710K 0.01% -12,373 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,824 shares; 2024Q4: 12,933 shares; 2025Q1: 13,333 shares; 2025Q2: 13,960 shares; 2025Q3: 15,394 shares; 2025Q4: 10,713 shares; 2026Q1: 12,604 shares 12,604 $703K 0.01% +1,891 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,008 shares; 2024Q4: 11,118 shares; 2025Q1: 12,236 shares; 2025Q2: 12,987 shares; 2025Q3: 27,172 shares; 2025Q4: 27,486 shares; 2026Q1: 13,197 shares 13,197 $697K 0.01% -14,289 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,629 shares; 2025Q1: 1,618 shares; 2025Q2: 1,766 shares; 2025Q3: 1,948 shares; 2025Q4: 1,903 shares; 2026Q1: 2,459 shares 2,459 $694K 0.01% +556 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,474 shares; 2024Q4: 13,600 shares; 2025Q1: 13,729 shares; 2025Q2: 13,866 shares; 2025Q3: 14,005 shares; 2025Q4: 14,144 shares; 2026Q1: 14,230 shares 14,230 $688K 0.01% +86 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,995 shares 8,995 $685K 0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,900 shares; 2025Q1: 1,931 shares; 2025Q2: 1,976 shares; 2025Q3: 1,693 shares; 2025Q4: 1,460 shares; 2026Q1: 1,269 shares 1,269 $684K 0.01% -191 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,139 shares; 2024Q4: 17,294 shares; 2025Q1: 18,751 shares; 2025Q2: 23,698 shares; 2025Q3: 20,805 shares; 2025Q4: 16,606 shares; 2026Q1: 15,002 shares 15,002 $679K 0.01% -1,604 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 2,267 shares; 2025Q1: 3,336 shares; 2025Q2: 5,169 shares; 2025Q3: 4,646 shares; 2025Q4: 11,029 shares; 2026Q1: 6,850 shares 6,850 $678K 0.01% -4,179 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,674 shares; 2025Q1: 1,681 shares; 2025Q2: 2,221 shares; 2025Q3: 1,606 shares; 2025Q4: 1,724 shares; 2026Q1: 1,904 shares 1,904 $674K 0.01% +180 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,288 shares; 2025Q2: 6,716 shares; 2025Q3: 4,066 shares; 2025Q4: 4,156 shares; 2026Q1: 4,162 shares 4,162 $673K 0.01% +6 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,469 shares; 2025Q1: 1,377 shares; 2025Q2: 1,377 shares; 2025Q3: 1,378 shares; 2025Q4: 1,728 shares; 2026Q1: 1,864 shares 1,864 $669K 0.01% +136 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,532 shares; 2024Q4: 48,308 shares; 2025Q1: 48,172 shares; 2025Q2: 46,463 shares; 2025Q3: 46,678 shares; 2025Q4: 44,702 shares; 2026Q1: 4,612 shares 4,612 $668K 0.01% -40,090 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,131 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,100 shares; 2025Q3: 30,638 shares; 2025Q4: 30,649 shares; 2026Q1: 30,846 shares 30,846 $668K 0.01% +197 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 2,696 shares; 2025Q1: not reported; 2025Q2: 3,871 shares; 2025Q3: 3,930 shares; 2025Q4: 5,316 shares; 2026Q1: 7,818 shares 7,818 $664K 0.01% +2,502 Timeline SLX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,825 shares; 2024Q4: 7,067 shares; 2025Q1: 7,067 shares; 2025Q2: 7,067 shares; 2025Q3: 7,067 shares; 2025Q4: 7,175 shares; 2026Q1: 7,175 shares 7,175 $659K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,253 shares; 2024Q4: 12,189 shares; 2025Q1: 11,308 shares; 2025Q2: 12,609 shares; 2025Q3: 12,805 shares; 2025Q4: 10,746 shares; 2026Q1: 9,077 shares 9,077 $657K 0.01% -1,669 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 5,234 shares; 2025Q1: 6,538 shares; 2025Q2: 8,313 shares; 2025Q3: 9,379 shares; 2025Q4: 8,382 shares; 2026Q1: 8,684 shares 8,684 $653K 0.01% +302 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,409 shares; 2025Q3: 14,409 shares; 2025Q4: 14,409 shares; 2026Q1: 14,409 shares 14,409 $647K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,107 shares 7,107 $647K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 807 shares; 2025Q1: 794 shares; 2025Q2: 864 shares; 2025Q3: 6,504 shares; 2025Q4: 5,373 shares; 2026Q1: 5,171 shares 5,171 $645K 0.01% -202 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,196 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,196 shares; 2025Q3: 26,290 shares; 2025Q4: 26,225 shares; 2026Q1: 27,287 shares 27,287 $644K 0.01% +1,062 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,019 shares; 2024Q4: 3,784 shares; 2025Q1: not reported; 2025Q2: 5,576 shares; 2025Q3: 6,262 shares; 2025Q4: 12,346 shares; 2026Q1: 19,643 shares 19,643 $643K 0.01% +7,297 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,163 shares; 2025Q1: 13,083 shares; 2025Q2: 12,772 shares; 2025Q3: 8,263 shares; 2025Q4: 6,732 shares; 2026Q1: 5,997 shares 5,997 $640K 0.01% -735 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,246 shares 32,246 $638K 0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,315 shares; 2025Q2: 865 shares; 2025Q3: 1,584 shares; 2025Q4: 1,615 shares; 2026Q1: 1,940 shares 1,940 $638K 0.01% +325 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,936 shares; 2025Q2: 12,479 shares; 2025Q3: 18,846 shares; 2025Q4: 18,875 shares; 2026Q1: 16,230 shares 16,230 $634K 0.01% -2,645 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,189 shares; 2025Q1: 2,192 shares; 2025Q2: 2,465 shares; 2025Q3: 2,200 shares; 2025Q4: 3,284 shares; 2026Q1: 3,287 shares 3,287 $631K 0.01% +3 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,813 shares; 2025Q1: 17,596 shares; 2025Q2: 13,392 shares; 2025Q3: 14,054 shares; 2025Q4: 12,960 shares; 2026Q1: 12,968 shares 12,968 $627K 0.01% +8 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,312 shares; 2025Q4: 10,260 shares; 2026Q1: 14,620 shares 14,620 $620K 0.01% +4,360 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729,000 shares; 2024Q4: 900,000 shares; 2025Q1: 880,000 shares; 2025Q2: 880,005 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $614K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,888 shares 9,888 $612K 0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,609 shares; 2026Q1: 2,441 shares 2,441 $606K 0.01% +832 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,857 shares; 2024Q4: 5,990 shares; 2025Q1: 5,915 shares; 2025Q2: 5,860 shares; 2025Q3: 10,945 shares; 2025Q4: 10,460 shares; 2026Q1: 12,721 shares 12,721 $603K 0.01% +2,261 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,586 shares; 2025Q4: 33,746 shares; 2026Q1: 7,795 shares 7,795 $601K 0.01% -25,951 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,626 shares 3,626 $601K 0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 851 shares 851 $598K 0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 4,180 shares; 2025Q1: 4,439 shares; 2025Q2: 4,831 shares; 2025Q3: 5,418 shares; 2025Q4: 5,717 shares; 2026Q1: 5,141 shares 5,141 $594K 0.01% -576 Timeline